Connect sales, marketing, customer service and finance with the world's #1 CRM for customer satisfaction. Our innovative platform provides you with the tools and the data that you need to transform your business while developing highly profitable relationships. Close leads, prioritise tasks, and quickly organise your workflow with an intuitive, data-rich dashboard.

Develop forecasts using highly advanced algorithms and monitor performance with just a few simple clicks. Provide a top-quality customer experience with support tickets, self-service, and a highly responsive system. Boost productivity while simplifying key processes such as quotes, invoices, credit notes, and more.

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About Us Report

Headquartered in Reading, United Kingdom, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers - at an affordable price.

Its core CRM services extend beyond sales, marketing and customer services to include powerful marketing automation, event management, order management and fulfilment, invoicing and supplier management functionalities - at a price which is typically 50-70% less than alternatives such as Salesforce or Microsoft.Workbooks unites the entire organisation around data and processes, promoting teamwork and collaboration.

Services Report

Everyone at Workbooks is here to help you realise the full potential of your investment in CRM and Marketing Automation. We'll help you crystallise what success looks like for your business and define the outcomes that are most important to you. We'll define with you what is the best way to achieve those using CRM and Marketing Automation technologies.

Training Report

Our customers tell us that one of the things they like best about Workbooks is that it's intuitive to use, which makes us happy. Like anything though, if you invest some time in learning about how everything hangs together and uncover tips and tricks to make navigating easier, you'll soon move from being 'okay' with the tool to being 'adept'.

Our Partners Report

Workbooks and our partners are 100% focused on your success. We'll accompany you along your entire CRM journey to ensure you get the business outcomes and value you set out to gain from your investment. Simply recommend our leading CRM & Business applications within your network - including your customers, suppliers and partners - and earn commission for every qualifying referral.

Careers Report

We are always on the lookout for talented people who believe they can contribute to the success of our business. Here at Workbooks, we are from many different cultures and walks of life. We are all passionate. We are a friendly and approachable team. We're always up for a catch up over tea or coffee, we hold regular team days-out and even have summer BBQs in our courtyard!

Reviews (4)

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Crockey Hill

Jan 08, 2019

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Flexible and mature CRM with a powerful user interface, helpful support and great professional services to get you running..

Helen Moore

Aug 15, 2018

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I use Workbooks every day in my job to create invoices and send them out., and it is so easy to see which orders have come in, and still need to be invoiced . I also keep track of which customers have paid, and how overdue some of them are. It is fantastic - I couldn't do my job without it

Viki Star

Oct 31, 2017

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Extremely unprofessional and rude. Had to deal with someone called Samantha Grant -customer support manager. Lack of training and has no clue how to run business and how to treat customers.
AVOID AT ANY COST

Suj Anna

Jul 18, 2017

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I have a small business and this is very affordable and very easy to use. I have everything in one place which gives me visibility of my whole business from customer/employee information to order processing. The support team are also very helpful and prompt with their reply. Overall excellent product.