Case Study: Capital Access Group achieves streamlined processes and targeted client marketing with Workbooks CRM

Workbooks has Really helped To Streamline our Business Processes

Capital Access Group, founded in 1999 and now a 22‑person investor relations consultancy serving clients including FTSE 100 and FTSE 250 firms, was managing broker attendance, client interactions and investor data across Outlook, Excel and other tools. That fragmented approach produced duplicate and incomplete records, made segmentation difficult and prevented effective targeted marketing to prospects and existing clients.

They implemented Workbooks CRM, chosen for its intuitive interface and consultative, tailored implementation; Workbooks mapped custom fields to Capital Access Group’s processes and centralised all data. The new system replaced cumbersome spreadsheets, improved customer intelligence, enabled targeted marketing to existing clients, streamlined business processes and delivered strong user adoption and measurable progress.

Capital Access Group

Robert Irvin

Head of Client Management