About Workbooks

Headquartered in Reading, United Kingdom, Workbooks delivers cloud-based CRM and business applications to growing and mid-market organisations, at an affordable price.

Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management, at a price which is typically 50-70% less than solutions such as Salesforce or Microsoft Dynamics.

Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360° view of customers and the information is accessible anytime, anywhere.

Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

Today 1400 customers in over 50 countries trust Workbooks to run their business. Why not join them?



Industry awards and accolades

  • ISO 27001 - ACS Registrars
  • G2 Crowd High Performer Fall  2017
  • Best Sales CRM Product of the Year 2017
  • TrustRadius - Top Rated 2018
  • SLMA Award
  • GetApp Category Leader 2018

Workbooks Management team

The Workbooks management team is comprised of savvy business leaders and industry experts, bringing years of experience together to ensure customers get the best technology and reap the benefits of their CRM investment.

Workbooks Board Members

Latest from our Blog


6 Reasons to Integrate CRM & ERP

Many organisations think that if they have an ERP system they don’t need a CRM platform. In fact they are two quite distinct systems, serving specific ...

Customer Services

Customer in the Spotlight:

In this month’s ‘Customer in the spotlight’ we look at how leading online bathroom retailer realised they had reached the point of no return, ...