Workbooks, a UK-based CRM platform, offers tailored solutions for midsize businesses with sales, marketing and customer service tools
HQ
United Kingdom
Founded
2009
Employees
65
Workbooks is a CRM SaaS platform designed to help growing companies manage their business and engage effectively with customers. This platform offers a personalized and fine-tuned approach to meet specific business goals, ensuring a positive relationship between the vendor and the user.
Workbooks extends beyond traditional sales, marketing, and customer service functionalities. It includes powerful tools for marketing automation, event management, order management and fulfilment, invoicing, and supplier management. These comprehensive services are offered at a price typically 50-70% less than alternatives like Salesforce or Microsoft.
Workbooks provides a customized platform tailored to the unique needs of each business. Through ‘Shared Success’ workshops, the company maps out client requirements to demonstrate what the customized CRM will look like before any contract is signed. This ensures that users get a system that truly fits their operational needs.
The company offers a transparent pricing model, allowing users to get a personalized quote without engaging with salespeople. This approach eliminates complex CRM pricing tactics, providing a straightforward and affordable solution for midsize businesses.
Workbooks prides itself on offering reliable support, addressing common frustrations with slow response times and third-party support teams. The platform ensures that users have quick access to support when needed, enhancing overall user satisfaction.
Workbooks is headquartered in Reading, United Kingdom. The company was founded in 2009 and has grown to a team of 65 employees.
Workbooks is recognized as a high performer in the CRM market, particularly noted for its user-friendly interface and comprehensive functionalities. The company focuses on providing a compelling alternative to larger CRM providers, offering a more personalized and cost-effective solution.
The platform has been voted as the number one CRM software for midsize businesses by TechRadarPro, receiving high praise for its no-nonsense approach to customer relationship management. Workbooks is also recognized by G2 as a High Performer in the US, UK, and EMEA regions.
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