Customer Success Stories


Workbooks helps AbBaltis keep track of every order and how they are progressing ensuring they have full visibility of each step the process....

Amstore logo

Amstore benefits from a reduction of 45 hours a month in admin time post Workbooks CRM implementation.

Arlington Automotive

Arlington Automotive uses workbooks to manage complex assembly line projects.

Aspin logo

Information sharing between departments is quicker, easier and more effective.

ATGMedia logo

Workbooks helps improve business processes and brings departments together.


A single view of information & relationships, improved intelligence and enhanced marketing.

Capital Access logo

After implementing Workbooks CRM, Capital Access increased customer intelligence, began marketing to existing clients & replaced cumbersome...

Caspian logo

Caspian Media is a media and publishing business. Prior to Workbooks, Caspian had a number of disconnected systems in place to manage their...

ClinkClink logo

ClinkClink Limited is an award winning brand experience agency that specialises in the delivery of brand experiences and live events....

Coeliac UK logo

Coeliac UK is the leading charity for people with coeliac disease. Their previous membership management database was failing to provide the...

CSols logo

CSols is able to handle increases support calls whilst keeping the same amount of staff after rolling out Workbooks CRM.

Datalex logo

Datalex reduce time spent updating databases by half.

Forum of Private Business

Workbooks CRM provides consistent, accurate data that helps the Forum team improve the service they offer to their members.

French Duncan LLP

French Duncan are using Workbooks to work more efficiently, identify prospects quicker, retrieve actionable insights, achieve the single...

Garbutt & Elliott

Better flow of information has significantly improved the lead follow-up process and Workbooks Web Insights helps makes their website a...

Good Salon Guide Logo

Workbooks helps the Good Salon Guide generate new business and improve customer retention.

Hardscape and Workbooks CRM

Workbooks takes Hardscape to the next level.

Helen Brett logo

Workbooks gives Helen Brett the ability to collect money faster and more efficiently.


IFIS have saved significant amounts of admin time after implementing Workbooks CRM.

Infopro Digital

Infopro Digital, leading media company, use Workbooks to help their sales team succeed and ensure the business makes the right decisions

K3 Retail

Workbooks CRM helps K3 Retail drive customer satisfaction.

Knowledge Transfer Network

Workbooks has improved reporting and tracking of engagements helping the company demonstrate the value of their activities.

Law Business Research (LBR)

Hear about how Law Business Research are using Workbooks and GatorMail as a lead generation tool.

Megatech logo

Workbooks provided Megatech with a better visibility of their pipeline and a connected view of all their data and customer engagement.

Metadigm logo

Metadigm improves sales team performance and sales forecasting.

Multrees logo

Since implementing Workbooks, Multrees now have complete visibility of the pipeline and can manage the progress of their opportunities.

National Federation of Builders CRM Case Study

After a successful implementation of Workbooks CRM, NFB can track the ROI of marketing and their management can quickly review what’s...

Northdoor logo

Northdoor streamline sales order processing and reduce operational costs.

Not Going To Uni logo

Licence costs halved and higher retention rates since moving to Workbooks.

Palagan Logo

Workbooks helps Palagan increase productivity, tighten processes and gain greater visibility.

RegenSW logo

Regen SW’s business is relationship driven and Workbooks CRM is essential to enable them to manage their data, have visibility of the links...

Russell Finex Case Study

Real-time insights and better forecasting enable Russell Finex to have a better overview of the business and decision making. Connecting...

SAV Logo

Workbooks CRM underpins SAV Systems growth.

Shaw Gibbs Case Study

Hear about how this leading accountancy firm chose Workbooks, the integration between Workbooks and CCH, how they can now quickly report on...

StudentUniverse Logo

Workbooks has helped StudentUniverse drive a more efficient sales cycle, reduce its age debt and enhance its cash position.

TC Facilities Management

Better decision making by tracking marketing ROI, improved reporting and visibility across the

The Exchange Lab logo

The Exchange Lab offer specialist trading services across online ad exchanges and both demand and supply side platforms. The company was...

The Newmarket Group

The agility and flexibility of Workbooks has helped The Newmarket Group gain insight through advanced reporting, vital for strategic growth.

SMTA logo

Workbooks has enabled SMTA to become proactive rather than reactive.

Index logo

After implementing Workbooks, award invitations now take Xindex two days instead of two weeks.

Zenith Technologies

Zenith Technologies achieve Sales & Marketing alignment with CRM

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