Workbooks CRM

Workbooks offers cloud-based CRM and business applications to small and mid-market organizations. Founded in 2007 in the UK and expanding into the US in 2018, the business now has 1400 customers worldwide.

By enhancing the necessary business processes with an all-in-one system, Workbooks can save businesses 50% - 75% on the license prices when compared to other alternatives.

Workbooks unites the whole business around data and processes, promoting teamwork and collaboration. It provides a single 360-degree view of customers and insights are available to all customer touchpoints. Productivity is increased, operations are streamlined, informed decisions are made and the organization is better equipped to differentiate against its competition.

Software features

  • API Access
  • Contact Management
  • Contract Management
  • Database Management
  • Funnel Reporting
  • Integrations
  • Performance Reporting
  • Pipeline Management
  • Quotation Handling
  • Cloud

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Quick spec

Product details

Supplementary Features

  • Customer Service Automation
  • Marketing Automation

Customer Size

  • Small (1-50 users)
  • Medium (51-200 users)
  • Enterprise (201+ users)

Other Features

  • Multiple Locations
  • Multiple Currency
  • Customizable

Hosting Method

  • Cloud

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Workbooks CRM

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