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Workbooks

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Read 72 Workbooks reviews and testimonials from customers, explore 57 case studies and customer success stories, and watch 26 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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  • 72 Testimonials View
  • 57 Case Studies View
  • 26 Customer Videos View
Customer Rating Review Score based on 3906 reference ratings
4.7/5.0 (3906)
  • Winter 2026 Rising Star CRM Software

72Testimonials

  • "Our organisation is now functioning in a more structured manner and Workbooks has enabled us to modify internal processes and monitor them much easier; from how we process supplier orders …

  • “In a relatively short space of time workbooks crm has become one of those business-critical tools that we just could not do without.”

  • “With workbooks, not only are we achieving savings on our license fees but seeing more and better functionality. The sales forecasting is way better than what we had with salesforce. …

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57 Case Studies

  • Workbooks has Helped Studentuniverse Drive a More Efficient Sales Cycle

  • KTN Encourages Innovation And Collaboration To Boost UK Growth

  • Workbooks helps Taopix Reduce Operational Costs

56 more case studies currently locked

26 Customer Videos

  • Rotary switched from Salesforce to Workbooks and now have a targeted customer approach
  • The Newmarket Group - Customer Success Story (Phil O'Sullivan - Group Marketing Director)
  • Elos MedTech How a strong partnership brings results
25 more videos currently locked

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 57 businesses that use Workbooks.

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