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Discover Workbooks CRM

Unlike our competitors, who hide their true value behind lengthy sign-up processes and personal information requests, we’re so confident in our CRM’s capabilities that we’re offering you an opportunity to experience it firsthand, completely free of charge.

Try our interactive demo to see how Workbooks can provide you with a centralized hub for managing customer relationships, streamlining sales processes, and gaining actionable insights.

We're ranked #2 for CRM software and best for midsize businesses in TechRadar Pro's Best CRM Software of 2024.

We're also proud to have been recognized by G2 as a High Performer in multiple regions and markets.

Workbooks is a CRM solution that gives you more

CRM for Sales

For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth.

Workbooks provides sales pipeline management software to optimize business sales processes. Learn more about the benefits of CRM for sales here.

CRM Sales Features

Full visibility on KPI fulfillment and timelines Full visibility on KPI fulfillment and timelines
Synchronization with Outlook, Microsoft 365 and Google Workspace Synchronization with Outlook, Microsoft 365 and Google Workspace
Accurate forecasting data to assist with business planning Accurate forecasting data to assist with business planning

Workbooks is a CRM solution that gives you more

CRM for Marketing

For marketers aiming to execute campaigns, generate higher-quality leads, and monitor return on investment.

Workbooks gives you an automated marketing CRM that supports businesses to execute campaigns, measure ROI and strategize effectively.

CRM Marketing Features

Customer segmentation and email templates Customer segmentation and email templates
Full visibility on campaign performance metrics Full visibility on campaign performance metrics
A comprehensive event management platform A comprehensive event management platform

Workbooks is a CRM solution that gives you more

CRM for Commercial Operations

For finance and sales teams aiming to drive more efficiency and collect cash faster.

Workbooks is a CRM platform specializing in order, contract and supplier management. Learn how to streamline commercial operations with CRM here.

CRM Commercial Operations Features

Seamless data integration with finance and ERP systems Seamless data integration with finance and ERP systems
Bespoke automations for CPQ, contract approval and more Bespoke automations for CPQ, contract approval and more
Adjustable compliance rules and tax schemes for each legal entity Adjustable compliance rules and tax schemes for each legal entity

Workbooks is a CRM solution that gives you more

CRM for Customer Service

For teams striving to enhance customer value and boost overall satisfaction.

Turn customer service into a competitive advantage with the Workbooks customer service CRM. Learn more about CRM tools for customer service here.

CRM Customer Service Features

A self-service web portal for customers to log and resolve queries A self-service web portal for customers to log and resolve queries
Real-time case data for assessing trends and peaks Real-time case data for assessing trends and peaks
Actionable insights from reviews and feedback Actionable insights from reviews and feedback