Workbooks's Profile


More than CRM, Workbooks is a platform to manage your entire business, from marketing to sales to customer service.

Workbooks offers a cost-effective, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables growing organisations to efficiently acquire, convert and retain customers.

Workbooks was recognised as a Leader in G2's Spring Grid Report 2021 and named in the Top 20 by Capterra in 2020.

Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, it empowers customer support teams to deliver exceptional service. Beyond this, the solution also includes order management, fulfillment, invoicing and supplier management. 

Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, providing a single 360° view of customers, and enabling for the information to be accessible anytime, anywhere. 

Workbooks's Events

Live Webinar: How To Select A CRM Solution
17 June 2021

Live Webinar: How To Select A CRM Solution

A webinar to help anyone looking to purchase a CRM: how to define requirements, what to consider when reviewing platforms and what to ask vendors when going through the selection process – with key contributor Paul Greenberg, one of the world’s most recognised CRM analysts.

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