Case Studies

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Deborah Green, Business Development Manager, Pro Enviro

A small, family run energy efficiency business needed help with implementing Workbooks. CRM Insights has provided a friendly, fast and effective service that has given them flexible support at an affordable price.

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Marcus Scott, COO of TheCityUK

A specialist trade association needed expert help to liaise with a third party supplier as part of a major overhaul to make its CRM central to all its systems. Don at CRM Insights provided a pragmatic, no nonsense approach to supporting the project and helping staff adapt to it.


Stuart Riches, Finance Manager, Wrightfield

Specialist engineering firm Wrightfield chose CRM Insights to implement Workbooks CRM. Starting with a two day workshop, the process took just over four weeks. Benefits have included a more transparent and effective sales process, plus improved integration across the team.

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Richard Bedford, MD of Cadman Underfloor Screeding and Heating Ltd.

A specialist building contractor needed to overhaul its approach to managing and tracking client relationships. CRM Insights specified and implemented a Workbooks system, customised to the specific and unique needs of the client.


Steve Low, Chief Operating Officer, Mistral Bus & Coach PLC

A busy bus and coach rentals business, Mistral needed to migrate from a server based CRM to a cloud system, so that staff across the UK can access and update customer information whenever they need to.

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Hannah Pike, Marketing Co-ordinator, Thames Laboratories

Because Workbooks makes everything quick and easy, we’ve seen a massive improvement in efficiency. Thanks to the quality of the tracking data, we now have far greater confidence in how to generate the results we need.

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Jan Richardson, founder and owner

Having tried various options – including  GoldMine and Microsoft CRM – with mixed results, the owner wanted a quick, easy-to-use system to produce quotes and track sales efficiently.


Sue Hubbard, Tritrax

A commercial property investments business, Tritrax outgrew its existing CRM system. CRM Insights recommended and managed the migration to Microsoft Dynamics, leading to substantial improvements in the speed and efficiency of handling client business.

Kogan Page

Katleen Richardson, Marketing Director, Kogan Page

A global publisher of specialist, professional books, Kogan Page needed to replace an outdated CRM system as part of improving its marketing capabilities.