Workbooks CRM

Workbooks CRM

Workbooks CRM has won numerous awards over the last few years, due to its incredibly intuitive user interface. It's rated #1 for client satisfaction, with the highest Net Promotor Score according to G2 Crowd.

It also packs a punch when it comes to configuration, automation and integration. It is perfect for businesses with 5 or more employees who need a system that's easy to use, yet can scale to support a much larger business.

Jump straight in with a free trial...

Get help with one of our rapid deployment programmes below...

Workbooks for Marketing

Are you a Workbooks user looking for more effective marketing?

Covering the setup of key solution elements, including a comprehensive training programme, learn about our Jump Start for Marketing implementation programme.

Workbooks for Sales

Looking to get started with a sales centric CRM deployment?

Get a Workbooks database pre- configured to support the needs of your sales team, including 6 days of implementation consultancy to help get you up and running with our Jump Start for Sales programme.

Workbooks for Customer Service

Looking to get started with a customer support centric CRM deployment?

Deploy a Workbooks database pre-configured to support the needs of a small Support Team. The Jump Start for Customer Service programme includes 6 days of implementation consultancy to help get you started.