Case Study: Regen SW achieves 25–30% faster reporting and streamlined processes with Workbooks CRM

Workbooks has enabled regen sw to streamline their business processes

Regen SW is a UK not‑for‑profit centre of sustainable energy expertise whose relationship‑driven advisory work had been hampered by disparate spreadsheets and an Access database, making it difficult to see links between organisations, track contacts and run accurate reports. Needing a cloud CRM that could be accessed by project managers in the field, they went to tender and chose Workbooks for its cross‑department fit, ease of use and customisability.

Implementing Workbooks streamlined processes, delivered company‑wide visibility of projects and contacts, and improved relationship management; reporting became instantaneous and Lee Richards estimates a 25–30% reduction in time spent on reporting. With smooth rollout, effective training and support, Regen SW now shares information faster, wins more work and recommends Workbooks to others.

Regen SW

Lee Richards

Programme Manager