Workbooks, a leading CRM provider, has launched its new AI-Enabled CRM, designed to automate repetitive sales tasks, improve data accuracy and empower sales teams to work smarter. The launch coincides with new research from Workbooks showing that while 90% of UK business leaders are regular AI users, only 16% have integrated AI into their CRM — a gap that is set to close rapidly in 2026.

“The new era of CRM is here,” said John Cheney, CEO of Workbooks. “AI will define the next generation of customer engagement: more predictive, more personalised, and ultimately, more profitable. But our research shows the majority of mid-sized UK businesses are still figuring out how to integrate AI into their systems — our AI CRM is built to bridge that gap.”

AI That Works for Sales Teams

Workbooks’ AI CRM provides practical, no-hype tools that help sales teams save time and focus on customers. Core features include:

  • Scribe – Automatically transcribes meetings and creates summaries across Teams, Zoom, Google Meet, GoToMeeting and RingCentral.
  • Sales Coach – Reviews opportunity data, emails and call recordings to recommend next steps and sales strategies tailored to each sales process.
  • Sales Hygiene – Ensures opportunity records are accurate, prompting updates based on meetings and emails.
  • Research Agent – Automatically gathers background information, key contacts and news on prospects, scoring each against your ideal customer profile.

“AI shouldn’t replace your sales team, it should empower them,” added Cheney. “Our AI CRM handles the administrative grind that burns people out, giving them time to build relationships and think strategically.”

Research Reveals Huge Opportunity in UK Mid-Market CRM

The new “State of AI in CRM in UK B2B Organisations” report, conducted by Workbooks, underscores the market potential:

  • Only 16% of mid-market firms currently use AI in their CRM, despite 90% using AI elsewhere.
  • 59% of sales and marketing leaders plan to significantly increase AI adoption next year.
  • Early adopters report high productivity gains, particularly in reporting, analytics, and operational efficiency. Companies using multiple AI features see scores approaching “substantial impact” compared to those using just one tool.

However, the research also highlights barriers: lack of internal expertise, legacy systems that cannot support AI and data quality or trust concerns. Workbooks’ AI CRM is built to address these challenges, offering seamless integration, actionable insights and tools that scale with a team’s capability.

“Our research proves that AI’s real value comes from thoughtful integration, aligned processes and proper training, not just flipping a switch,” Cheney explained. “That’s exactly what our AI CRM provides: practical agents that help teams sell more effectively, without the noise of gimmicks or hype.”

Benefits of Workbooks AI CRM

  • Automated note-taking – Transcribes calls and generates summaries effortlessly.
  • Strategic guidance – Suggests next steps, case studies and sales strategies.
    Enhanced data accuracy – Keeps opportunity records complete and up to date.
  • Prospect insights – Delivers background information, scoring, and news on leads.

With AI adoption expected to surge in 2026, Workbooks’ solution is positioned to help mid-sized UK businesses close the gap between intent and impact, enabling smarter sales, better customer engagement, and measurable ROI.

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