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Workbooks

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Read 72 Workbooks reviews and testimonials from customers, explore 62 case studies and customer success stories, and watch 26 customer videos to see why companies chose Workbooks as their Marketing Automation Software

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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  • 72 Testimonials View
  • 62 Case Studies View
  • 26 Customer Videos View
Customer Rating Review Score based on 4099 reference ratings
4.7/5.0 (4099)
  • Winter 2026 Rising Star CRM Software

72Testimonials

  • "Workbooks has really transformed the way our business runs and has started to pay for itself, providing an instant reduction in IT spend and resource allocated to manual tasks. Workbooks …

  • "Workbooks provided a CRM solution that spared us building something from the ground up, but that’s sufficiently bespoke to meet our unique and challenging requirements – exactly what we’d been …

  • “We benefit from workbooks in all our customer facing functions and recover the cost of our subscription through improvements in our order management alone.”

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62 Case Studies

  • Megatech unifies sales, marketing and finance with Workbooks in one system

  • KTN Encourages Innovation And Collaboration To Boost UK Growth

  • The Exchange Lab streamlines campaign management and boosts pipeline visibility with Workbooks

61 more case studies currently locked

26 Customer Videos

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Additional Workbooks Information & Resources

Read Workbooks Reviews, Testimonials & Customer References from 72 real Workbooks customers.

Browse Workbooks Case Studies, Customer Success Stories, & Customer References from 62 businesses that use Workbooks.

Watch Workbooks Customer Videos to learn why 26 businesses chose Workbooks.