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Workbooks

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Read 70 Workbooks reviews and testimonials from customers, explore 54 case studies and customer success stories, and watch 25 customer videos to see why companies chose Workbooks as their Customer Relationship Management (CRM)

Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management.

Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

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Customer Rating Review Scorebased on 3437 reference ratings
4.7/5.0 (3437)
  • 2025
    Winter 2025Rising StarCRM Software

70Testimonials

  • “We went live in six weeks, definitely the fastest that soak.com have ever done a project. Workbooks came in and supplemented our team. They helped us understand what we wanted to do. They really became part of our extended team, rather than a supplier, and that worked really well."

69 more testimonialscurrently locked

54 Case Studies

  • Russell Finex Switched From Salesforce To Workbooks To Manage Sales Operations

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25 Customer Videos

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Additional Workbooks Information & Resources

Read Workbooks Reviews, Testimonials & Customer References from 70 real Workbooks customers.

Browse Workbooks Case Studies, Customer Success Stories, & Customer References from 54 businesses that use Workbooks.

Watch Workbooks Customer Videos to learn why 25 businesses chose Workbooks.