Workbooks

Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management. Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

Case Studies

Showing 54 Workbooks Customer Success Stories

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4ways Healthcare achieves 10% growth with Workbooks

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Amstore Benefits from a Reduction of 45 Hours a Month in Admin Time

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APL Media joins up its business with Workbooks CRM

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Arlington Automotive uses workbooks to manage complex assembly line projects

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Workbooks crm is helping drive efficiency and effectiveness across the business

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Workbooks helps Improve Business Processes and Brings Departments Together

ATG Media logo

Workbooks Supports Growth Of Atlantic Data Security

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BPL Plasma increases donor return with Workbooks CRM

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A Single View of Information & Relationships, Improved Intelligence and Enhanced Marketing

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Workbooks has Really helped To Streamline our Business Processes

Capital Access Group logo

Workbooks has Significantly Reduced the Time it Takes to Invoice Customers

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Workbooks helps clinkclink create more business through better data management

ClinkClink Ltd logo

Workbooks has Significantly Increased Efficiency

Coeliac UK logo

Csols is able to handle increased support calls whilst keeping the same amount of staff

CSols Ltd logo

Datalex Reduce Time Spent Updating Databases by Half

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Workbooks Enables PCB Manufacturer to Harness Powerful Business Insights

Datasound Laboratories logo

How a leading life insurer found the perfect provider

Direct Life logo

Dx Exchange Gets Closer to Its Members With Workbooks

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How all-in-one software and personalized support drove real business change

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Forum of private business finds peace of mind with workbooks

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French Duncan Develops Business And Reduces Time Spillage With Workbooks

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Garbutt & Elliott More Visibility Into Business Development And Greater Accountability

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Workbooks helped Good Salon Guide to Generate New Business and Improve Customer Retention

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Workbooks takes hardscape to the next level

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Helen brett since implementing workbooks the ability to collect money is faster & more efficient

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How HT Law released over $220,000 in funds and changed the lives over 50 clients for the better with Workbooks

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Workbooks Drives Efficiencies and Provides Greater Visibility into IFIS Commercial Operations

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Index on censorship workbooks has created a more connected organisation

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Workbooks CRM helps K3 Retail Drive Customer Satisfaction

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Kahootz use Workbooks to simplify complexity & automate its sales process

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KTN Encourages Innovation And Collaboration To Boost UK Growth

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Llw Repository Ltd Transformed Their Customer Experience for the Better

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Communication Between Departments is Now Quicker and Easier

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Metadigm Improves Sales Team Performance and Sales Forecasting

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Workbooks enables us To Track All Customer Engagement

Multrees Investor Services logo

National federation of builders now have a holistic picture of their sales cycle

National Federation of Builders logo

Northdoor Streamline Sales Order Processing and Reduce Operational Costs

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Not Going To Uni Sees Licence Costs Halved And Higher Retention Rates Since Moving To Workbooks CRM

Not Going to Uni logo

Workbooks helps Palagan Increase Productivity, Tighten Processes and Gain Greater Visibilility

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Workbooks has enabled regen sw to streamline their business processes

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Rotary Corporation Chooses Workbooks Cloud CRM to Drive Success

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Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations

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Workbooks CRM Underpins SAV Systems Growth

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Workbooks has enabled SMTA to Become Proactive Rather than Reactive

Scottish Motor Trade Association logo

Securewest a CRM implementation that delivered ROI fast

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Shaw Gibbs Better Visibility Into Sales & Marketing For More Informed Decisions

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Spotler switched from Microsoft Dynamics to Workbooks CRM

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Workbooks has Helped Studentuniverse Drive a More Efficient Sales Cycle

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Workbooks helps Taopix Reduce Operational Costs

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Workbooks CRM to Underpin Sales, Marketing and Customer Helpdesk

TC Facilities Management logo

Exchange Lab - Customer Case Study

The Exchange Lab logo

TCMMM Shutter Group Ltd CRM Pivotal to Enabling an Agile Business Transformation

The TCMM Shutter Group logo

Ultima Media CRM To Generate Five Times More New Prospects

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XPS Pensions Group Improved efficiencies across their entire network

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