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Workbooks presents an intuitive, fast to implement CRM that empowers small to mid-size organisations.

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WorkBooks CRM Overview

What is WorkBooks CRM?

Workbooks offer growing businesses a SaaS platform to run their company and engage productively with their clients – at an affordable price. Its core CRM services are explicitly directed at mid-market businesses and extend beyond sales, marketing and client services to include a full set of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities.

This is not a departmental solution, but an individual end-to-end CRM solution. Workbooks ideas develop and implement its software, which is used by clients to gain revenues, streamline industry processes, get penetrations and increase their engagement with clients.

We offer a price per user model for CRM software and a volume-based pricing guide for Marketing Automation. Details of our pricing can be found on our website.

Workbooks has developed a unique consultative approach to on-boarding customers called ‘Shared Success’. This method includes a discovery workshop with prospective clients before they commit to buying our solution. The workshop is always run with the prospects senior management team to define the business case and how it can be achieved using CRM.

Product Description

Workbooks presents an intuitive, fast to implement CRM that empowers small to mid-size organisations.

Company Website

WorkBooks CRM



WorkBooks Community




+44 (0) 118 3030 100

HQ Location

Reading, Berkshire

LinkedIn® Page

Linkedin Profile
66 employees

Languages Supported

German, English, Spanish

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SaaS Products examined by project personnel, managers, users, customers, user representatives, or other interested parties for comment or approval. Reviews of WorkBooks CRM Software based on user ratings and social data.