Workbooks has put together a number of Packaged Services to help you along your CRM journey and drive business success. These packages are designed to ensure you accelerate time to value and maximize your return on investment.


Workbooks provide a range of Customer SuccessPlus packages to help organizations maximize business outcomes from their investment in great CRM software.

Bronze Silver Gold
SuccessPlus Packages $9,520 $17,360 $23,520
Customer Success Manager
Consultancy Days (inclusive per annum) 8 days 16 days 24 days
Package Day Rate* ** $1,190 $1,085 $980
Additional Consultancy Days Rate** $1,240 $1,200 $1,170
Regular Shared Success Review meetings with your CSM Half-year Three per year Quarterly
Strategic Business Review Workshop Annually Annually

* These can be used to book delegates on training courses.
** N.B Workbooks standard Consultancy rate is $1,400 / day

Customer Success Plus also give you the opportunity to buy additional consultancy days (above the days included in your package) at a reduced rate. Please contact your account manager for more information.



  • A lot less expensive than the major CRM vendors (50 – 70% less)
  • A unique approach to help customers deliver the business outcomes they are looking for
  • The breadth of functionality of an enterprise solution, covering the entire lead to cash process


I’ve always found the Workbooks’ support team to be fantastic: very helpful, very accommodating, very quick to answer questions. We had a lot of good trainings. The knowledge base is fantastic, with videos and documentation online. I think the customer services side of Workbooks has been exemplary.

Fran Kidd, Marketing and Business Development Manager, Shaw Gibbs

The implementation went really well. We had a couple of successful workshops, where Workbooks people came in to help. They had a very good understanding of our business. We got up and running within six weeks, which was very good, one of our most successful integration in terms of timings. Workbooks are very good to work with, they have a good process in terms of logging developments we want to make and it’s very transparent.

Sean Hayes, Group Head of Data Insight,, Infopro