Workbooks and our partners are 100% focused on your success.
We’ll accompany you along your entire CRM journey to ensure you get the business outcomes and value your set out to gain from your investment.
Based in Peterborough, Cambridgeshire, CRM Insights work with clients to implement CRM as an approach, concept and strategy in order to embed it within their company culture.
Find the partner programme that is right for you.
As an established Dynamics CRM solution provider, we started looking for a mid-market CRM solution to augment our offering. After a quick evaluation in 2013, it was clear that Workbooks was head and shoulders above the hundreds of ‘me-too’ CRMs in terms of capability.
The level of engagement from the Workbooks team was also refreshing compared to dealing with corporate monoliths like Microsoft; we’re made to feel like a valuable partner with influence over the direction and feature set of Workbooks. The majority of our revenue now comes from Workbooks, and it is the product we lead with.
Director CRM Insights