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Our Partners

Become a Workbooks partner 

Ready to join forces with the #1 CRM for mid-market firms (voted by TechRadar)? Drive commission, get revenue share for sales referrals, and access dedicated support from a CRM provider that values you.

Why partner with Workbooks? 

Boost revenue with the #1 CRM software for midsized businesses

Access significant discounts on products and services

Get revenue share for successful referrals

Work with a partner that values and supports you

Workbooks partner programs

Solution Partner Program

Solution Partner Program

From a dedicated partner manager and toolkit to discounts and a free account – get everything you need to grow your revenue as a Workbooks solutions partner.

Referral Partner Program 

Referral Partner Program 

Start boosting your revenue and earning commission on all successful sales referrals. Get 20% on year one paid license fee for any successful sales referral and all the resources you need to succeed. 

We love working with Workbooks because it's a comprehensive, fully featured CRM solution that offers outstanding functionality across lead management, pipeline management, marketing and customer service. This means we can confidently provide a complete, one-stop-shop solution to meet all our customers' CRM requirements. 

The platform itself is intuitive and user-friendly, enabling our customers to quickly adopt and benefit from the system. Additionally, the flexibility to customise and configure Workbooks CRM ensures we can precisely match the unique business processes and requirements of any organisation.

Beyond the product itself, what truly sets Workbooks apart is their commitment to customer success. Their team consistently goes above and beyond, providing us with exceptional support and guidance at every step. 

Partnering with Workbooks has allowed us to offer an exceptional CRM solution backed by a company that shares our values of quality, reliability and outstanding customer care.

Tim Wilmot, Director, Wizard Systems 
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Become a Workbooks partner today 

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“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