Which of these best describes you?

You're stuck in spreadsheet hell.

Can a CRM system do the work for you?

You're not sure which CRM to choose.

With so much choice, where do you start?

People aren't using your CRM.

Are you finding your CRM is being ignored?

You're only using a fraction of your CRM capabilities.

Have you got the wrong CRM system?

Your sales pipeline is invisible.

Are you having difficulty forecasting?


What we do


Core CRM solutions


Case studies

We considered Microsoft Dynamics, Salesforce and VPM Online, before deciding that Workbooks was a good fit for our relatively small, UK based business. CRM Insights was the logical choice to support us.

Mike’s initial presentation and responses to our questions were excellent. We found the process mapping day invaluable and Mike has been a pleasure to work with. He’s invested time in getting it right for us.

CRM Insights’ straightforward, down to earth approach inspires a high level of trust and confidence. They explain very technical challenges without resorting to incomprehensible jargon. I’d gladly recommend them.


Testimonials