Workbooks CRM Case Studies

Before Workbooks, STV stored data across multiple platforms. They wanted a system that streamlined their business processes and improved visibility.

The Low Level Waste Repository (LLWR) is the UK’s primary disposal facility for low-level radioactive waste. It handles waste on behalf of the Nuclear Decommissioning Authority, collecting it primarily from nuclear power...

Knowledge Transfer Network is the networking and events partner of Innovate UK, a government funded organization. KTN’s mission is to help companies bring innovations to market approximately 24 months earlier than they would...

After years of navigating CRM frustrations, UK-based manufacturing company IIJ Group has found its definitive solution in Workbooks CRM, and early results are already transforming how their team works.

Saacke: How a manufacturer ditched spreadsheets for a 9% boost in orders with Workbooks CRM

How accountancy firm Aston Shaw supported its growth with CRM

Learn how ECC went from spreadsheets to game-changing insights that informed board meetings with a combined approach to CRM and Project Management.

How an immigration law firm closed the case for over 50 trafficking victims  

Find out how APL Media used Workbooks to drive revenue, better communicate as a team, and deliver better customer experiences.

How one charity improved tracking of fundraising, memberships and consolidated their contacts.

Find out how Russell Finex, a worldwide leader in manufacturing fine mesh separation technology, chose their CRM and transformed the sales teams’ performance.

Find out how Rotary drove sales, better understood customer demand, and saved money with Workbooks.