Workbooks is a web-based CRM designed for small and medium businesses. It is used in a variety of industries including finance, telecommunications, construction, logistics and manufacturing (among others). It was launched in 2007 by a UK-based company. Since then, it has won many accolades for its product and customer service.

Workbooks has functionality to support marketing, sales and service activities, and offers features such as online lead capture, customer management and case management. Additionally, it provides integration with MailChimp, Google Apps, Sage, among others.

2024-05-29 11:05:41: Managed Service Webinar Youtube
2024-04-05 15:28:00: Workbooks case study - TCMM Shutter Group Youtube
2024-01-30 10:00:31: Forum Events gains business wide visibility with the implementation of Workbooks. Youtube
2024-01-30 09:51:18: STV uses Workbooks to support revenue growth. Youtube
2023-11-10 16:35:33: A Deeper Dive into Project Records Youtube
2023-10-23 12:46:24: DX Group Customer Testimonal Youtube
2023-08-22 09:02:15: STV Workbooks Testimonial Youtube
2023-08-21 10:15:35: Forum Events Workbooks Testimonial Youtube
2023-08-15 14:26:00: IR Media Group Workbooks Testimonial Youtube
2023-07-20 10:07:17: Workbooks 7.1 Release - Project Management Youtube
2023-04-04 16:00:51: The preparations for the Workbooks Customer Conference are well underway ? Lets take a look at our last event! If you are a current Workbooks customer you can register for this years conference here: #teamworkbooks #crm Twitter
2023-03-30 16:00:26: Are you CRM Ready? ? Download our 6 step CRM readiness checklist today and ensure that you're fully prepared to implement a CRM system that can help you manage customer interactions, streamline sales processes, and improve customer satisfaction. Twitter
2023-03-17 12:00:19: Well-implemented CRMs can be a game changer for those businesses with complex and unusual models.    Discover how, with the support of Workbooks, BPL Plasma were able to automate their complex tracking process and increase retention rate: #CRMSuccess Twitter
2023-03-16 12:00:46: Meet the Workbooks support super heroes! ? In this month's support blog we explore our internal support processes and explain a little more about how we work day-to-day to resolve our customers queries. #supportsuperheroes #crm #teamworkbooks Twitter
2023-03-14 12:01:15: Are you working on a CRM initiative and want to convince your management team to invest into it?  Here are 10 essential steps to building a business case for your CRM project: #crm #teamworkbooks #sme Twitter
2023-03-10 12:00:31: From marketing and finance to sales and customer service, bring your entire organisation together through teamwork and collaboration. Book a demo and discover how you can optimise your business with workbooks: #crm #teamworkbooks #sme Twitter
2023-03-08 12:00:15: Discover how manufactures are using CRM to transform their businesses . Download our Whitepaper: Twitter
2023-03-02 13:00:26: With planning, implementation, migration, training and technical scoping all needing to be addressed, beginning a CRM project can seem daunting. Having implemented hundreds of CRM projects we have put together a 3 step guide. Download our whitepaper: Twitter
2023-02-10 14:00:24: Workbooks is a simple, yet powerful, all-in-one solution that works with you to achieve your business goals, all the while lowering cost and risk. Book a demo and discover how workbooks can streamline your entire business: #crm #teamworkbooks #sme Twitter
2023-02-09 14:00:21: Having spent more than 10 years implementing hundreds of CRM projects, we’ve been able to identify the 7 golden rules for a successful CRM implementation. Download our whitepaper now: #crm #implementation #teamworkbooks Twitter




Workbooks Integrations

HubSpot CRM
HubSpot CRM