Workbooks

Business Details

No-Bullsh*t CRM Software for Midsize Businesses

We are Workbooks, a dedicated provider of CRM software tailored for midsize businesses. Our platform offers a comprehensive suite of tools including sales forecasting, project management, and marketing automation, designed to streamline operations and boost efficiency. With a focus on transparency and customer-centric solutions, we deliver fast implementations within 28 days through our JumpStart program. ISO-certified and recognized by G2 as a High Performer, we prioritize reliability, affordability, and exceptional support.

Our team collaborates closely with clients to ensure customized solutions that align with their unique needs, backed by a no-nonsense approach to pricing and service. With offices in the UK and US, we provide localized support to businesses seeking an alternative to complex, overpriced CRM systems.

Services

Sales Forecasting Project Management Marketing Automation CRM Implementation Customer Support

Highlights and features

We implement CRM solutions in 28 days with our JumpStart program.
Our pricing calculator provides personalized quotes without sales pressure.
ISO-certified platform with UK and US support teams.
No hidden costs or unnecessary features in our CRM packages.
Client testimonials highlight ease of use and department-wide adoption.

Associations and certifications

ISO Certified

What people say

Tailored to our needs Preferred by our people Support and understanding

Website

Update Listing

Services

Sales Forecasting

Our Sales Forecasting tools provide actionable insights into future revenue streams. By analyzing historical data and pipeline trends, businesses can make informed decisions to optimize sales strategies. The feature integrates seamlessly with other modules for real-time accuracy.

Project Management

Streamline workflows with our Project Management solutions. Track tasks, deadlines, and team performance in a centralized platform. Customizable dashboards ensure visibility across departments, enhancing collaboration and productivity for midsize enterprises.

Marketing Automation

Automate lead nurturing and campaign tracking with our Marketing Automation suite. From email workflows to analytics, the tools empower businesses to deliver targeted content and measure ROI effectively.

CRM Implementation

Our JumpStart program ensures CRM implementation within 28 days. Through Shared Success workshops, we map client needs to deliver a customized platform before contract signing, minimizing disruption.

Customer Support

Access reliable support with no third-party handoffs. Our team provides timely assistance for troubleshooting, training, and optimization, ensuring businesses maximize their CRM investment without delays.

People

Chris Roessler

Vice President, Marketing & Advertising

With extensive experience in marketing, Chris led Rotary's transition to Workbooks CRM, citing its tailored approach and cost-effectiveness over competitors like Salesforce.

Brendan Harris

Director of ICT

Brendan oversaw Coeliac UK's CRM selection, emphasizing Workbooks' user-friendly interface and cross-departmental adoption during testing phases.

Rob O'Connell

Sales & Marketing Director

Rob evaluated major CRM providers and chose Workbooks for its superior support and alignment with Russell Finex's operational requirements.

Questions

What is Workbooks CRM software?

Workbooks is a CRM platform designed for midsize businesses, offering sales forecasting, project management, and marketing automation with transparent pricing.

How long does implementation take?

Our JumpStart program ensures full CRM implementation within 28 days, with minimal disruption to your operations.

Is there a free trial available?

Yes, access an interactive demo to explore features without providing data or details.

Do you offer UK and US support?

Yes, we provide dedicated support teams in both regions with no third-party handoffs.

Can I get a personalized quote?

Use our pricing calculator to receive a tailored quote instantly, without speaking to sales teams.

Videos

Reviews (4)

Write a Review

Crockey Hill

Jan 08, 2019 Report

Flexible and mature CRM with a powerful user interface, helpful support and great professional services to get you running..

Helen Moore

Aug 15, 2018 Report

I use Workbooks every day in my job to create invoices and send them out., and it is so easy to see which orders have come in, and still need to be invoiced . I also keep track of which customers have paid, and how overdue some of them are. It is fantastic - I couldn't do my job without it

Viki Star

Oct 31, 2017 Report

Extremely unprofessional and rude. Had to deal with someone called Samantha Grant -customer support manager. Lack of training and has no clue how to run business and how to treat customers.
AVOID AT ANY COST

Suj Anna

Jul 18, 2017 Report

I have a small business and this is very affordable and very easy to use. I have everything in one place which gives me visibility of my whole business from customer/employee information to order processing. The support team are also very helpful and prompt with their reply. Overall excellent product.