Workbooks

Workbooks provides a straightforward CRM solution for midsize businesses frustrated with the complexity and opaque pricing of larger platforms. As a UK-based company, they offer a GDPR-compliant alternative focused on tailoring the software to your specific business processes, not forcing you into a rigid system. Their entire approach is built on transparency and partnership.

Before you commit, they map out your requirements in 'Shared Success' workshops to show you exactly how your customized CRM will function.

Key benefits include:

• Tailored Configuration: The platform is configured to your unique business goals, ensuring you only pay for what you need.
• Transparent Pricing: You can get a personalized quote using their online calculator without needing to speak to a salesperson first.
• Fast Implementation: Their 'JumpStart' program can get your team set up and running on the new system in as little as 28 days.
• UK-Based Support: Access reliable, expert support directly from the Workbooks team in the UK, not a third-party provider.
• Unified Customer View: Bring together data from sales, marketing, and operations to get a complete picture of your customer interactions.