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Why We Work With Workbooks

There’s been a huge increase in the amount of CRM systems available over the last three years, so it’s no surprise that businesses are struggling to decide which solution is the right one for them.

As CRM solutions become more advanced, one thing has become clear, there’s no longer a contest when it comes to choosing an on-premise or cloud based system. A recent survey shows that 96% of IT managers prefer cloud based systems, since they provide more options and remove the hassle of backups and maintenance.

So, which cloud based system should you opt for?

This chart from G2 Crowd – the leading business software review platform – shows the very high levels of satisfaction reported by users of Workbooks, which is our preferred system.

There’s a whole bunch of systems that score well in the G2 Crowd survey and share the bottom right quadrant with Workbooks. Each will work to some extent, and will certainly be better than trying to run a business on spreadsheets. However, we believe Workbooks to be the best option for SMEs (ie businesses with <£50m turnover and <100 staff).

As Don Wiid, Director of CRM Insights Ltd explains, “My first detailed encounter with Workbooks was in 2013 when a prospect asked me to evaluate it. Three years on and we have a fantastic partnership with the Workbooks team in Reading. They really understand the UK market and work hard to meet customer needs.”

A major reason we recommend Workbooks to SMEs, is its configurability. Workbooks is in a different league compared to others in its class and price-range.

When it comes to pricing, there are three things you need to take into account:

  • Licence cost: While this is clearly a key consideration, the cost of having the wrong system, poorly implemented and adopted, will far outweigh any savings on licence cost.
  • Implementation cost: This all depends on how much you want to do yourself, and how much of your team’s time you can spare to learn the software and understand about CRM processes, databases etc.
  • Support costs: Inevitably, CRM requirements evolve as users get to understand what their system is capable of. This means either having a business analyst in-house who can interpret and implement those changes, or investing in a partner who can provide that support.

Licences for corporate systems like Microsoft CRM and SalesForce can cost as much as £250 per person per month, whereas Workbooks starts at just £19 per user per month.
While investing in a CRM system is a significant commitment, research by Forrester, shows that it delivers an ROI of 243%.

We have implemented Workbooks successfully in several businesses that do not have a straight-forward B2B CRM requirement – these include a training business and the Greater Cambridge LEP. You can read some of our case studies to find out how we’ve helped our clients.

To find out more about whether Workbooks is the right choice for your business, please give us a call on 01733 902340 or email info@crminsights.co.uk. Alternatively, find out more here.


CRM Insights helps businesses attract, win and retain more customers. Whether you need to improve your existing CRM system, commission a new one, or convert more of your leads, we give you friendly, cost-effective advice and support. From our base in Peterborough, we’re in easy reach of Huntingdon and Cambridge, and work with a wide range of clients across eastern England.

Contact us here or give us a call on 01733 902340 if you need help planning and implementing your CRM strategy.

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