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Discover why our customers keep returning

Discover why our customers keep returning

Our People

Our team will guide you on your CRM journey to ensure that your CRM project delivers the business outcomes you want.

Unlike many vendors, Workbooks provides not only the software but also the full implementation services and on-going training and support required to guarantee a successful outcome.

We are a genuine partner you can rely on, we are your trusted advisor. Our team is accountable, dedicated and passionate about helping you succeed.

Workbooks support team
Award winning customer support team

Workbooks is immensely proud to consistently score high for customer satisfaction. With our CRM expertise and our proven implementation best practices, we can successfully help you address your business challenges - whether that’s closing more deals, get greater control of your business or put customers at the heart of your strategy.

John Cheney John Cheney Chief Executive Officer

6 steps to a successful implementation

  • Planning
  • Build
  • Migration
  • Testing
  • Training
  • Go live
Find out more about our process

Our Product

Feature-rich CRM software for growing organisations


  • Everything you need from an enterprise solution, out of the box, at a price you can afford.
  • Does not require a large amount of consultants or IT resources to implement, customise and maintain.
  • Enables automation of end-to-end business processes.
  • Highly configurable to meet your requirements and your way of working.
  • Cloud based, no hardware, easily scalable, automated updates, high availability guaranteed.
  • Accessible anytime, anywhere from any device with a browser incl. tablets and mobile phones.
  • Infrastructure located within ISO27001-certified UK datacenters.

Extended breadth of functionality to cover the entire 'lead to cash' process




  • Extends beyond core CRM capabilities to include order management, order fulfilment, invoicing and supplier management.
  • Seamlessly connects sales and business support processes, increasing sales & order accuracy and ultimately customer satisfaction.
  • Eliminates manual handoffs, duplication of data entry and significantly decreases the length of time from the original sales lead to the receipt of cash from the customer.

With Workbooks, you can be a CRM success story!


  • Windows-like intuitive interface that guarantees quick and easy adoption by users. Migrate data, add users and customise settings at the click of a button - it is that simple.
  • Implementation is done in days and not months, enabling quick ROI for your business.
  • From project scoping to implementation and training, we'll accompany you the whole way.
  • We develop and implement the software ourselves - You have one accountable partner to help build success.

Easy to integrate for seamless operations


  • Easily integrates with the most popular business applications you may already be using such as Messaging, Email Marketing, Accounting, ERP etc.
  • With pre-built integrations, Web services APIs, and a connector to the integration hub Zapier, Workbooks's customers are able to connect their CRM software to the services and applications they need to run their entire business - effectively and efficiently.

Our Price


cheaper than

With our simple implementation process, customers can expect less training, consulting days and ultimately a lower acquisition cost.

To see our full price list please click here.

Sourced from G2 Crowd.

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