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Customer Success Stories

Amstore logo

Amstore benefits from a reduction of 45 hours a month in admin time post Workbooks CRM implementation.

Aspin logo

Information sharing between departments is quicker, easier and more effective.

ATGMedia logo

Workbooks helps improve business processes and brings departments together.


A single view of information & relationships, improved intelligence and enhanced marketing.

Capital Access logo

After implementing Workbooks CRM, Capital Access increased customer intelligence, began marketing to existing clients & replaced cumbersome spreadsheets.

Caspian logo

Caspian Media is a media and publishing business. Prior to Workbooks, Caspian had a number of disconnected systems in place to manage their customer interactions, sales order ...

ClinkClink logo

ClinkClink Limited is an award winning brand experience agency that specialises in the delivery of brand experiences and live events. ClinkClink use Workbooks to manage their ...

Coeliac UK logo

Coeliac UK is the leading charity for people with coeliac disease. Their previous membership management database was failing to provide the flexibility and functionality required ...

CSols logo

CSols is able to handle increases support calls whilst keeping the same amount of staff after rolling out Workbooks CRM.

Datalex logo

Datalex reduce time spent updating databases by half.

Garbutt & Elliott

Better flow of information has significantly improved the lead follow-up process and Workbooks Web Insights helps makes their website a powerful tool.

Good Salon Guide Logo

Workbooks helps the Good Salon Guide generate new business and improve customer retention.

Helen Brett logo

Workbooks gives Helen Brett the ability to collect money faster and more efficiently.


IFIS have saved significant amounts of admin time after implementing Workbooks CRM.

K3 Retail

Workbooks CRM helps K3 Retail drive customer satisfaction.

Knowledge Transfer Network

Workbooks has improved reporting and tracking of engagements helping the company demonstrate the value of their activities.

Megatech logo

Workbooks provided Megatech with a better visibility of their pipeline and a connected view of all their data and customer engagement.

Metadigm logo

Metadigm improves sales team performance and sales forecasting.

Multrees logo

Since implementing Workbooks, Multrees now have complete visibility of the pipeline and can manage the progress of their opportunities.

National Federation of Builders CRM Case Study

After a successful implementation of Workbooks CRM, NFB can track the ROI of marketing and their management can quickly review what’s happening in any sales cycle.

Northdoor logo

Northdoor streamline sales order processing and reduce operational costs.

Not Going To Uni logo

Licence costs halved and higher retention rates since moving to Workbooks.

Palagan Logo

Workbooks helps Palagan increase productivity, tighten processes and gain greater visibility.

RegenSW logo

Regen SW’s business is relationship driven and Workbooks CRM is essential to enable them to manage their data, have visibility of the links between different organisations and ...

Russell Finex Case Study

Real-time insights and better forecasting enable Russell Finex to have a better overview of the business and decision making. Connecting Workbooks to their ERP system will make ...

SAV Logo

Workbooks CRM underpins SAV Systems growth.

StudentUniverse Logo

Workbooks has helped StudentUniverse drive a more efficient sales cycle, reduce its age debt and enhance its cash position.


Workbooks helps Taopix reduce operational costs.

TC Facilities Management

Better decision making by tracking marketing ROI, improved reporting and visibility across the

The Exchange Lab logo

The Exchange Lab offer specialist trading services across online ad exchanges and both demand and supply side platforms. The company was initially using a a collection of ...

The Newmarket Group

The agility and flexibility of Workbooks has helped The Newmarket Group gain insight through advanced reporting, vital for strategic growth.

SMTA logo

Workbooks has enabled SMTA to become proactive rather than reactive.

Index logo

After implementing Workbooks, award invitations now take Xindex two days instead of two weeks.

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