Discover why our customers keep returning

Discover why our customers keep returning

Shared Success

Over the years we have successfully completed hundreds of CRM projects, helping clients turn their investment in CRM into real business outcomes. Using this experience, we have developed a unique and proven approach to implementing CRM called "Shared Success".

We’ll help you crystallise what success looks like for your business and define the outcomes that are most important to you. We’ll define with you what is the best way to achieve those using CRM and Marketing Automation. We’ll scope your project with you and help you make the right decisions for your business.

And then we’ll use our blueprint of how to get there. We’ll provide full implementation services and the on-going training and support. And because we are so confident that we can deliver success, we’ll invest alongside you in the early stage of the project to ensure you get the agreed outcomes.

See us as a genuine partner you can rely on, YOUR trusted advisor. Our people are accountable, dedicated and passionate about helping you succeed and they will accompany you and guide you on your CRM journey every step of the way.


Our unique approach to supporting clients on their CRM journey, right from the outset, and investing alongside them is what differentiate us. You can work with us in the confidence that we’ll deliver the outcomes you want. Our high Net Promoter Score rating is testimony to our approach and the value we bring to our customers.

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


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.



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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