another-confused-man_2.pngOutgrown spreadsheets?

With Workbooks you can streamline processes, automate time consuming manual tasks, reduce duplication of effort and data entry, and get better visibility into performance across your entire business, from sales to fulfilment to invoicing.

Below are some of the reasons why our customers have taken the step from spreadsheets to Workbooks – and so should you.




With applications delivered online all the complexity of the underlying IT is no longer your problem. At our customers don’t worry about upgrading hardware, or which operating system version supports which database, or which VPN will work. We take care of the IT complexity so you don’t have to. All you need is a computer with a web browser and you can access your business applications from anywhere.


asset-31.pngJoined-up Thinking

With Workbooks you can consolidate your sales, marketing, customer support and finance teams into one platform, providing a true 360 degree view of your customers.

The Workbooks CRM Editions provide you with you tools you need to increase sales, improve marketing and provide better customer support. Our Business Editions go beyond the usual realm of ‘CRM’ to incorporate sales order management, invoicing and contract management. Workbooks also includes a powerful quotation tool as part of its standard functionality without any need for a third party plug-in.

With access to all of your customer data in real time you can make better business decisions, more quickly.


asset-5.pngGet started in no time

Workbooks is intuitive and easy to use, and many of our customers are able to setup and configure the system themselves. Simply upload an XLS / CSV file, and you’ll be up and running in no time.

Alternatively, if you’d prefer, we can provide you with the implementation support you need to set up the system.


asset-54.pngCustomisation at the click of a button

The Workbooks customisation and configuration tools enable you to tailor the system to meet your needs. At the click of a button you can add custom fields or amend workflows, enabling your team to achieve greater productivity and empowering you to capture the information relevant to your business, no matter how unique.


asset-30.pngCRM on the go

Whether you’re on the road, in a customer meeting, working from home or at the office, you can log in anytime and access the full range of CRM functionality. With Workbooks there is built-in mobile access as standard; including iPhone and Android access.


asset-2.pngGuaranteed Levels of Service and Security

At we guarantee your applications will be available 99.5% of the time. In the event we don’t deliver (which has not happened to date) there are penalties to be paid by us.

We can also guarantee that your data is held in our UK data centres and is protected with strong data encryption, firewalls and a first class security infrastructure.


asset-17.pngCost Effective Pricing

At Workbooks, we pride ourselves on delivering ‘enterprise class’ applications at a very cost effective price. If your requirements are primarily for a CRM system, then the Workbooks CRM Edition is £19 per user per month. Alternatively, the Workbooks Business Edition, which includes order management and invoicing functionality that is not available in most alternative CRM systems, is only £42 per user per month.

What’s more, with Workbooks, you can mix and match the CRM Editions with the Business Editions. Unlike some of our competitors, there is no need to upgrade all your users to the more expensive edition just because you would like one or two users to be upgraded.


asset-50.pngThe complete package; the software, the implementation services and the on-going support

We aim to be open and transparent as a business. You are buying a service from us and trust is paramount in any long term business relationship.

We not only provide first-class software and the full implementation services to get you up and running quickly, but we also provide on-going support. We publish our product development roadmap, so you know what new functionality is coming next. Importantly we provide a forum for our users to suggest ideas for new functionality and vote on which ideas they like best. After all, in many cases our customers have the best ideas on how to improve Workbooks.

Read the Datalex case study to find out how Workbooks has transformed business for them since moving from the Microsoft Office tools.