Project Description


Act! CRM is one of the many CRMs targeted at the small, medium business sector, but there are many that think the software has fast become outdated, unable to keep up with the fast moving sector it has positioned itself in.

  • Licence Cost: With the most basic license with limited functionality starting at £20/pupm license costs can quickly ramp up.

  • Breadth and depth of functionality: Workbooks core CRM services extend beyond sales, marketing and customer services to include powerful marketing automation, event management, order management and fulfilment, invoicing and supplier management functionalities – all out of the box.

  • Failed Implementation:  Any CRM solution can be poorly deployed and adopted, Act! is no exception.



Workbooks has an open API which can be used to integrate with all manner of different platforms from accounting software to ERPs, everything you need to run your business smoothly. We also have native integrations such as the one with our  Marketing Automation partner Spotler to give you full marketing automation capabilities

Act! has only very recently introduced some API features to let you integrate other systems but as a whole it is very hard to integrate with outside systems. This means you will have to find data from multiple systems in order to keep track of your business.


The Workbooks platform is highly rated by users for customisation, workflow capability, test environment, internationalisation, content & document management performance and integration.

Whilst Act! can be customised to a degree at a basic level you cannot get the full level of customisation offered by Workbooks. Features such as custom fields to personalise records cannot be achieved.

Support & Implementation We develop and implement the software ourselves, ensuring you get value quickly. Our local team of consultants and engineers help make implementation and set-up a fast and smooth process.

Our customers highly value our ‘can do attitude’, and the quality of our support and knowledge base.

As much as you deal with Act! directly for your licenses much like Salesforce and Microsoft Dynamics you are often left to deal with a third party partner for implementation and any future support.
Streamlined Processes

Workbooks can be used by all the teams in your business but not only that all the manual tasks that they once had to complete are now automatic and streamlined. From lead to cash and beyond you have a complete view of your business all in one place.

By not being able to integrate systems it can be very hard to keep processes streamlined when departments may need to pull in information from multiple places. This means that processes can become clunky and even the simplest task longwinded.

* G2 CRM Summer report 2019


Our customers typically use Workbooks CRM solution for:

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Download our 6 steps guide to switching CRM.

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Think switching CRM is a long winded, time consuming and painful process? Then think again. With more and more organisations turning to Workbooks, we have made it easy and risk-free.

We help you crystallise what success looks like for your business. We define your most important outcomes, help set out the best way to achieve those using our platform and scope your project with you. With our proven migration path, moving your data into Workbooks CRM becomes easy and pain free.

And you can tap into our in-depth knowledge, experience and best practices. Workbooks technical architects, engineers and consultants help you build automations and integrations to external systems that fit perfectly around your business processes and help streamline your operations. From training to on-going support, we accompany you, step by step, throughout your entire journey, to ensure that you quickly get and continue getting value.

The buck stops with us! Our mission, is to make you successful, as individuals and as a business.


By using Workbooks award winning CRM you are guaranteed success.

  • NO need to spend hundreds of pounds to cover all your customer-facing departments’ needs. Our licence fee starts at £21 per user per month and most features come straight out-of-the-box to cover marketing, sales, order processing & invoicing and customer support.

  • NO third party influences and no hidden costs during implementation. You can trust our UK (Reading) based team to help get you up and running and ensure you get value quickly.

  • NO vast amount of training is needed to become an expert. Designed for SMEs, Workbooks CRM is intuitive for fast and wide adoption.

  • NO bother. You know you have made the right choice with Workbooks, the solution with the highest NPS score of all major vendors.

  • You’re NO longer a small fish in a big pond. You have direct access to Workbooks’ executive team and you can influence the product direction and roadmap.


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