No-bullsh*t CRM software for midsize businesses
Meet Workbooks. The no-bullsh*t CRM software for midsize businesses. A compelling alternative to Salesforce and HubSpot.
Voted #1 CRM software for midsize businesses for 2024
This page is not the official website. Generated by AI, does not constitute any advice. If needed, please click here to visit the corresponding official website.
Meet Workbooks. The no-bullsh*t CRM software for midsize businesses. A compelling alternative to Salesforce and HubSpot.
Voted #1 CRM software for midsize businesses for 2024
Trusted by growing businesses across industries
We map out your needs in ‘Shared Success’ workshops to show you what your customized CRM will look like – before you sign the contract.
Get a free workshopGet a personalized quote without speaking to any salespeople.
Use the pricing calculatorTired of waiting for responses from support? Workbooks offers direct, fast, and expert support.
Learn moreBoost sales, improve operations and get better campaign results – Workbooks can help.
Centralize customer data with intelligent automation and AI-driven insights.
Accurately predict revenue with real-time pipeline tracking and forecasting tools.
Run targeted campaigns, track engagement, and nurture leads automatically.
Manage client projects, track tasks, and collaborate seamlessly within CRM.
From sales forecasting to in-depth reporting, get the features you need to succeed.
Create custom reports and real-time dashboards to monitor KPIs and performance.
Streamline order entry, invoicing, and fulfillment directly from the CRM.
Get set up in 28 days with Workbooks JumpStart – no long, disruptive rollouts.
Let our experts manage your CRM so you can focus on your business.
Self-serve onboarding with templates and guided setup for quick adoption.
Workshops to align your goals and ensure your CRM delivers real value.
Tailored CRM experiences for your role and industry.
“Our pain point with Salesforce was the continuous rate increases. It wasn’t a made to order platform. We wanted one that's tailored to our needs and wants.”
Chris Roessler
Vice President, Marketing & Advertising, Rotary
“Not all solutions were as easy to use as Workbooks. We ran tests across departments and it was clear Workbooks was the one our people really preferred.”
Brendan Harris
Director of ICT, Coeliac UK
“We narrowed our CRM provider options down to Salesforce, Microsoft and Workbooks. We found the support and understanding was a different experience with Workbooks. It was much better.”
Rob O’Connell
Sales & Marketing Director, Russell Finex
No sales tactics. No overpricing. Just a fair, transparent price.
Use Pricing CalculatorWith JumpStart, most customers go live in 28 days or less.
Yes! Try our interactive demo with no login required to explore the full platform.
Yes, we have offices and support teams in both the UK and US.
Absolutely. We co-design your CRM in Shared Success workshops to ensure it fits your unique needs.
Have questions? Want to see Workbooks in action? Reach out today.
Visit Official WebsitePhone: +44 0118 3030 100
Email: success@workbooks.com
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading,
RG6 1AZ,
United Kingdom
Phone: +1 860 438 6647
Email: success-usa@workbooks.com
Workbooks Online Inc,
P.O Box 8165, Manchester,
CT 06040,
United States
Notice for Buyers: If you are a buyer, the above information is generated by AI collection and does not constitute any advice. If necessary, please visit the corresponding official website.
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