Workbooks CRM

Product overview

Workbooks CRM is a UK mid market CRM suite that can cover sales, marketing, and customer service, with optional commercial operations modules. It is used by teams that need more structure than a lightweight pipeline tool, including sales, support, and operations teams that work on the same account data. The core CRM edition focuses on account and contact management plus opportunity tracking, while higher tiers add extensions and modules for orders, invoicing, contracts, or project work. Workbooks is typically deployed with some configuration to match each organisation: custom record types, security rules, and data governance options such as audit trails. It also provides connectors and add ons for common productivity stacks, and allows teams to mix license types when not every user needs the same scope. KEY FEATURES: - Opportunity and pipeline management with reporting and dashboards - Quote workflows and sales order processing (orders and invoicing depending on edition) - Customer support ticketing and case management - Microsoft 365 integration plus optional modules (projects, contracts, extensions) - 30 day free trial with per user subscription pricing

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