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We’re Workbooks, the no-bullsh*t CRM provider.

We’re Workbooks, the no-bullsh*t CRM provider.

Held back by BS CRM? With Workbooks there’s no hidden costs, no unreliable support and no nonsense.

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Workbooks voted #1 CRM software for midsize businesses for 2024, 2025 and 2026 by TechRadarPro

TechRadarPro - 5/5

  • What is CRM?
  • What’s it for?
  • Who’s it for?
  • Which CRM is best for me? 
  • How much does it cost?
  • What is an example of CRM in action?
  • Is CRM easy to learn? 
What is CRM?

CRM without hidden costs and complexities

From confusing pricing to complex features – it can be hard to understand what CRM software will do for you. Workbooks are here to make it simple.

CRM (Customer Relationship Management) software helps you manage interactions with customers and prospects. It should be straightforward, results-oriented and clearly priced. All so you can keep customers happy and win more business.

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CRM without hidden costs and complexities
What’s it for?

CRM helps you start seeing results, faster

Whether you’re a salesperson that wants instant insights on your pipeline or a marketing expert with a goal to grow your leads – CRM helps you take control of your data and use it to get real results.

Where CRM can make the biggest difference

Sales

Sales

Close deals faster by managing every aspect of your pipeline.

Boost sales
Marketing

Marketing

Track leads, create actionable metrics, and maximize your output.

Improve results
Customer Service

Customer Service

Manage your orders, invoices, projects all from one place.

Streamline data
Commercial Operations

Commercial Operations

Know where you stand with each customer to give them what they need.

Impress customers

4 ways to hit business goals with CRM software

Reports & Dashboards

From uncovering campaigns with the best ROI and knowing which salespeople are performing best, to seeing which stock you have available – master your reports and reap the rewards.

How it works
4 ways to hit business goals with CRM software

4 ways to hit business goals with CRM software

Get faster results with AI

Get powerful, practical AI agents that transcribe meetings, coach sales reps, and automate tasks.

How it works
4 ways to hit business goals with CRM software

4 ways to hit business goals with CRM software

Improve ROI with marketing automation

Automate data capture. Nurture prospects and customers. And eliminate silos between sales and marketing teams.

How it works
4 ways to hit business goals with CRM software

4 ways to hit business goals with CRM software

Forecast your sales

Estimate how much sales revenue you’ll make over a set period of time and know which deals are most likely to convert.

How it works
4 ways to hit business goals with CRM software

Pick a CRM implementation that works for you

Whether you’re worried about how long an implementation will take, need lots of customization, or want to keep costs down, you need a package made specifically for you.

Managed Service

Struggling to find the right employees to manage your CRM? Want better user adoption? Our team can take on the role of a CRM Admin and Expert.

What is Managed Service?

SelfStart

CRM software without disruption and high costs. Get up and running quickly, for a fraction of the cost of a standard implementation.

What is SelfStart?

JumpStart

Get fully implemented CRM software tailored to your business in just 28 days with fast, fixed-price deployment.

What is JumpStart?

Shared Success

Join a collaborative workshop to map out what your customized CRM will look like and do before you sign a contract.

What is Shared Success?

We're recognized by G2 as a High Performer in the US, UK and EMEA.

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We're recognized by G2 as a High Performer in the US, UK and EMEA. We're recognized by G2 as a High Performer in the US, UK and EMEA. We're recognized by G2 as a High Performer in the US, UK and EMEA. We're recognized by G2 as a High Performer in the US, UK and EMEA.
How much does it cost?

Your CRM pricing should be as unique as your CRM implementation

We don’t believe in fixed, inflated price tags that force you to pay for features you’ll never use. Our approach is simple: your CRM cost should directly reflect your business needs and nothing more.

Tailor your requirements to a specific cost

Pricing Breakdown 

Pricing Breakdown 

See a clear, transparent overview of our editions, licenses, and optional add-ons. We lay everything out so you know exactly what you're paying for, with no hidden fees or surprises.

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Pricing Calculator 

Pricing Calculator 

Get a personalized quote in minutes without having to speak to a salesperson. Simply select the users and functionality you need to see your estimated cost instantly.

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What’s the best CRM? 

Your CRM decision should be based on a considered comparison

The "best" CRM is the one that best fits your specific business needs, budget, and goals. To find it, you need to look past the sales hype and directly compare how different platforms stack up on the things that actually matter.

What are the main red flags of the CRM market big dogs?

Hubspot Hubspot
Pipedrive Pipedrive
Monday Monday
Microsoft Dynamics Microsoft Dynamics
VS Hubspot

Workbooks vs Hubspot

  • While strong on marketing automation.
  • HubSpot's platform can become expensive as you grow and require more advanced CRM features beyond its entry-level offerings.
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How to identify a BS CRM

Long implementations. Pricey software. Slow support. Tactics to get you to spend more.

Talk to the no BS CRM team
  • Inflated and hidden costs
  • Slow implementations
  • Complicated UI
  • No customization
  • Poor customer comms
  • Capped functionality
  • Unreliable apps
  • No phone support
  • Capped functionality
  • Paying for unnecessary features
    • What is an example of CRM in action?

    How we’ve implemented CRM with our customers

    Seeing a CRM in a real-world context is the best way to understand its value. A successful implementation goes beyond just software; it solves tangible business problems and delivers measurable outcomes for our clients.

    Case studies
    Keeping track of stock 

    Keeping track of stock 

    “If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.”

    Keeping track of stock 
    Chris Roessler

    VP of Marketing and Advertising, Rotary Corporation

    Tracking campaign success 

    Tracking campaign success 

    “We know which fundraising activities led to which donations, whether it is a challenge event or any of the many other activities organized by our local groups to raise funds and boost our profile. This allows us to focus future efforts on the methods we know will be most successful.” 

    Brendan Harris

    Director of ICT, Coeliac UK 

    Meeting KPIs 

    Meeting KPIs 

    “If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.” 

    Charlotte West

    Head of Employee Engagement, XPS Group

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    Is CRM easy to learn? 

    Our CRM guides and tools

    A CRM should empower your team, not create another complex system they have to struggle with. With the right resources and an intuitive platform, getting up to speed can be a straightforward process that quickly adds value to your business.

    Mastering CRM Customer Data Segmentation

    Mastering CRM Customer Data Segmentation

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    Sales Mapping: What is It and Why Do You Need It?

    Sales Mapping: What is It and Why Do You Need It?

    Learn more
    Top reasons why you should switch your CRM from Monday

    Top reasons why you should switch your CRM from Monday

    Learn more

    See the no bullsh*t CRM in action

    Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

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