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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 orders from one tool
Manage projects, track revenue and budget
The No-BS CRM helps you ditch data silos, deliver seamless customer experiences and drive revenue. All with insights into your customer lifecycle from engagement to growth.
The fuel that powers Workbooks? Intelligent AI and powerful reporting. Use it to understand your business, save time, and make your best decisions yet.
Automate tasks. Surface insights. And recommend actions to boost team productivity. All with personalized AI agents and automated workflows.
What can you do with a single, connected view of your business? Turn every customer interaction into real-time insight, spot trends, measure performance, and make faster, smarter decisions. This is Workbooks reporting.
Engage the right prospects with the right message at the right time using Workbooks marketing automation. Turn insight into action, convert more leads, and accelerate pipeline growth.
Workbooks CRM helps your sales team manage pipelines, prioritize opportunities, and close deals faster. With reliable customer data, teams can personalize every interaction and act with confidence.
Drive predictable growth with accurate forecasts and real-time trend analysis. Turn your data into forward-looking insight to anticipate demand, identify risks, and make smarter decisions faster.
Turn won deals into fulfilled orders quickly and efficiently. Workbooks connects sales and operations so you can process orders faster, reduce costly errors, and recognize revenue sooner.
Deliver projects on time and on budget with complete visibility and control. Workbooks connects projects to your customer data so you can manage resources, track progress, and ensure successful delivery every time.
Improve service performance and customer satisfaction with complete visibility into every interaction. Workbooks helps you streamline case management, reduce delays, and deliver better outcomes.
“A salesperson can look at their forecast in real-time and see which projects are most important right now. That’s made a huge difference”
“We know which fundraising activities led to which donations, whether it is a challenge event or any of the many other activities organized by our local groups to raise funds and boost our profile. This allows us to focus future efforts on the methods we know will be most successful.”
“If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.”
No hidden costs or features you don’t need.
Just pay for the features you need.
Absolutely. Workbooks is designed for teams who are new to CRM, not just experienced sales ops users. The interface is intuitive, you’ll get access to our Knowledge Base and training, and everyday tasks like managing contacts, tracking deals, or following up with customers are straightforward from day one.
Our US and UK-based support team are there to help you every step of the way.
Free trials and CRMs can be helpful to review the software. But as soon as your sales process develops, limitations start to show.
A paid CRM gives you much more than a digital address book. You get automation, reporting, integrations, better visibility across your pipeline, and support that helps your team work more efficiently and close more business. Many businesses find the time saved alone quickly outweighs the subscription cost.
The key is choosing a CRM that delivers value without unnecessary complexity. The right platform should scale with your business, improve team productivity, and help you build stronger customer relationships, not just store data.
While Workbooks is a powerful CRM for sales teams, it’s designed to support much more than just sales management. Workbooks brings together sales, marketing, customer service, and commercial operations in one connected platform, helping businesses manage the full customer lifecycle from a single system.
Many businesses also use Workbooks for order management, project tracking, invoicing, supplier management, reporting, and operational workflows, giving teams a shared view of customers and business performance across departments.
The advantage of an integrated platform is that your teams aren’t working in silos. Sales, marketing, finance, and support can all work from the same real-time data, improving collaboration, visibility, and customer experience as your business grows.
For most businesses, success is having sales, marketing, customer service, and operations working from the same reliable customer data, with clearer processes and better visibility across the business. Teams spend less time chasing spreadsheets or updating disconnected systems, and more time focusing on customers and growth.
Because every industry works differently, the best implementations are tailored to your processes, goals, and reporting needs. Whether you’re managing long sales cycles, customer renewals, projects, service delivery, or complex account relationships, Workbooks can be configured to support the way your business already works, without forcing you into a rigid process.
We offer affordable, fast, and customizable implementation options that help you reach your goals in a way that works for you. If you want to hear other organization’s implementation and success stories, check out our case studies here.
CRM implementation doesn’t have to be complicated. Choose a package that’s right for you – from the quick and simple SelfStart to a customized solution with Shared Success.
For those who prefer a hands-on approach, this option provides the tools and support for you to configure the CRM yourself.
What is SelfStart?
Get a fully implemented CRM system tailored to your business in just 28 days with our fast, fixed-price deployment.
What is JumpStart?
In our collaborative workshops, we map out precisely what your customised CRM will look like and do, before you sign a contract.
What is Shared Success?
We proactively manage and optimise your CRM for you, ensuring it continuously evolves with your business needs without you lifting a finger.
What is Managed Service?Long implementations. Pricey software. Slow support. Tactics to get you to spend more.
What is no-BS CRM?You’ve used the demo. Now learn how to get started with CRM.
Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.
