Project Description


Many people know Hubspot as the free CRM, but its functionality can only support your growing business for so long. When it comes to needing more from the platform, the cost quickly mounts leaving you wondering where that free CRM disappeared to.  The main reasons why customers prefer Workbooks are:

  • Licence Cost: If you need more functionality than the basic Free version then the cost of Hubspot 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, Hubspot is no exception.


Contract & Order Management 

The Workbooks platform includes everything you need from lead to cash and beyond. With Workbooks all contracts, order and renewals are stored in one platform with the ability to integrate with any accounting software you use. It can even create reminders for contract renewals so your sales team can jump on them early and avoid lost revenue. 

There is no contract and order management in Hubspot. In order to manage this, you would need to invest in a whole separate platform and pay for more licenses. This means that you could lose revenue from missed renewals and don’t have a full overview of your whole business.


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

Whilst Hubspot can be customised to a degree at a basic level if you need full customisation you are going to need to shell out for those costly upgrades. Even getting help with your customisation as you go live is an extra cost – something Workbooks includes in the price from the beginning.

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 Hubspot directly for your software they are notoriously difficult to get hold of when you need some help. And because what you can do in each license is very limiting there will always be an opportunity to upsell – something no one wants when they are just looking for help.
Mobile Use

Workbooks can be used by any member of your team be them in the office or out on the road visiting clients. This gives them the ability to update meeting notes on the go before the forget them in the office allowing for much better customer service.

Hubspot does not function as well on mobile with multiple crashes being reported by reviewers of the plaform. This makes it harder to manage your field sales team, leaving notes to be forgotten and key takeaways lost.


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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