See Workbooks in action
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Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Manage invoices, contracts and order from one tool
Manage projects, track revenue and budget
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Workbooks, it's also a community of likeminded people and technology partners who work with customers to ensure they get the business outcomes and value they set out to gain from investing in technology.
Simply recommend our CRM & Business applications within your network and community and earn commission for every qualifying referral.
Want to help businesses get more of what they need by selling and supporting the Workbooks solutions? Want to help them grow revenue, improve customer experience, reduce operational costs and improve decision making?
Become a Workbooks value-added reseller.
As an established Dynamics CRM solution provider, we looked for a mid-market CRM solution to augment our offering. Workbooks was head and shoulders above the hundreds of ‘me-too’ CRMs in terms of capability. The level of engagement from the Workbooks team is 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.
Don Wiid, Director, CRM Insights