Workbooks
54 Case Studies
A Workbooks Case Study
TCMM Shutter Group, a Brighton-based specialist in interior window shutters operating five brands, was struggling to run its business across multiple systems and spreadsheets, which limited data control and slowed sales processes. The company needed a way to support remote field consultants, speed up quoting and approvals, and gain clearer business insight—challenges that became particularly pressing as it shifted toward a more digital model during the COVID-19 pandemic.
By implementing Workbooks CRM across the organisation, TCMM unified order, shipping, invoicing and commission workflows and enabled field consultants to create accurate quotes on-site, eliminating paper processes and legacy systems like Kentico. The platform delivered a 15% increase in conversion rates on customer visits, driving an additional £1M in sales while headcount stayed the same, and provided a 360-degree view of customers for faster decision‑making and better business insights.
Vicky Bibby
Digital Development Manager