Case Study: The Exchange Lab achieves joined-up pipeline visibility and streamlined campaign management with Workbooks

Exchange Lab - Customer Case Study

The Exchange Lab is a digital media trading company that buys online advertising inventory across all ad exchanges and supply‑side platforms, with 45 employees across the UK, Canada and Australia. Rapid growth exposed a reliance on spreadsheets and Outlook that created data silos, limited pipeline visibility and made it hard to track sales targets or manage campaigns consistently.

They implemented Workbooks CRM and used its customizable case management to connect sales and operations. The result was a single source of truth for pipeline and campaign activity, improved reporting and billing, stronger QA and communication between teams, and a business‑critical system used daily with reliable vendor support.

The Exchange Lab

Sarah Withers

Business Ops Manager