ABOUT WORKBOOKS

Headquartered in Reading, United Kingdom, Workbooks delivers cloud-based CRM and business applications to growing and mid-market organisations, at an affordable price. In 2018, Workbooks expanded into the US market, following strong growth and another successful financing round. Workbooks already has customers in 30 different countries and is available in five languages.

Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management, at a price which is typically 50-70% less than solutions such as Salesforce or Microsoft Dynamics. Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360° view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

Today 1400 customers trust Workbooks to run their business.

It all started over 10 years ago… [ view company timeline ]

ISO 27001 - UKAS Logo

Protecting our customer and employee data is a key priority for Workbooks.
Workbooks is ISO 27001 certified, which demonstrates that we have defined and put in place best-practice information security processes.  ISO 27001 is the only auditable international standard that defines the requirements of an information security management system (ISMS) – a set of policies, procedures, processes and systems that manage information risks, such as cyber attacks, hacks, data leaks or theft. Our Information Security policy is available here. Our compliance FAQ provides answers to most questions you may have.

INDUSTRY AWARDS AND ACCOLADES

G2 Crowd - High Performer - Summer 218
2017 Best Sales CRM Product of the Year - BESMA
SLMA Recommended CRM Software
Trustradius Top Rated CRM Software 2018

WORKBOOKS MANAGEMENT TEAM

The Workbooks management team is comprised of savvy business leaders and industry experts, bringing years of experience together to ensure customers get the best technology and reap the benefits of their CRM investment.

John Cheney
John CheneyChief Executive Officer
A Software-as-a-Service pioneer; John Cheney launched one of the first software as a service companies back in the late 1990s. He is a successful entrepreneur with over eighteen years experience in the IT industry […]
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James Kay
James KayChief Technical Officer
With thirty years’ IT industry experience, James Kay is responsible for architecting the Workbooks solutions and for directing the technical team. Prior to co-founding Workbooks, James held similar roles. As a co-founder of BlackSpider […]
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Christelle Fraysse
Christelle FraysseChief Marketing Officer
Christelle Fraysse is responsible for directing the brand, messaging, go-to-market strategies, demand generation and field sales support. A seasoned marketing leader with 20 years of global business experience, Christelle […]
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Alex Bradley
Alex BradleyHead of Sales
Robert Streeter has over 30 years experience in driving technology led business change. Responsible for directing the Workbook’s Customer Success programme that help Customers achieve measurable success from [… ]
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John Matthews
John MatthewsHead of Professional Services
John Mathews is responsible for ensuring customers achieve the quickest Time to Value with Workbooks solutions, by providing expert Consulting and Implementation services.
With over 20 years of experience [… ]
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Penny Lowe
Penny LoweHead of Service Delivery
As head of service delivery, Penny Lowe is responsible for ensuring our customers are successfully using Workbooks. She has nearly 30 years consulting and service delivery experience, over half of which have been focused on […]
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Dan Collins
Dan Collins Head of North America
Dan Collins was a co-founder and COO of Integralis, a Value Added Reseller (VAR) and a pioneer in the adoption of the Internet and associated security infrastructure. Apart from the day-to-day running of the business, Dan was involved […]
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WORKBOOKS BOARD MEMBERS

Phil Lawler
Phil LawlerChairman
Phil has extensive experience of high technology businesses beginning with co-founding an application software business following an early career in automotive design engineering. He then spent 19 years at Hewlett […]
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John Cheney
John CheneyChief Executive Officer
A Software-as-a-Service pioneer; John Cheney launched one of the first software as a service companies back in the late 1990s. He is a successful entrepreneur with over eighteen years experience in the IT industry […]
Full Bio
Chris Howell
Chris HowellNon-executive Director
A self-made business man best known for helping to create the UK’s Driver Improvement Schemes, including Speed Awareness Workshops. A winner of the IOD Director of the Year and Bank of Scotland £25m Entrepreneur […]
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James Kay
James KayChief Technical Officer
With thirty years’ IT industry experience, James Kay is responsible for architecting the Workbooks solutions and for directing the technical team. Prior to co-founding Workbooks, James held similar roles[…]
Full Bio