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Customer Success Stories

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Amstore logo

Amstore is a leading Digital Media production agency with clients, re-sellers and suppliers all around the world.

Aspin logo

Since 1984 Aspin have been developing, implementing and supporting sales order processing apps for distributors. ASPIN used Workbooks CRM to join up multiple systems, speed up data ...

ATGMedia logo

ATG Media is the UK's leading provider of specialist information and services to the fine art and antiques industry. ATG moved to Workbooks from their legacy, industry-specific adv ...

CABA Logo

Chartered Accountant & Benevolent Association (CABA) is a charity that provides a holistic service supporting Chartered Accountants in need of financial support, counselling, advic ...

Capital Access logo

Capital access is a leading Investor Relations Consultancy whom focus primarily on Private Client Fund Managers and Stockbrokers in the UK. Broker Profile are using Workbooks CRM t ...

Caspian logo

Caspian Media is a media and publishing business. Prior to Workbooks, Caspian had a number of disconnected systems in place to manage their customer interactions, sales order proce ...

ClinkClink logo

ClinkClink Limited is an award winning brand experience agency that specialises in the delivery of brand experiences and live events. ClinkClink use Workbooks to manage their busin ...

Coeliac UK logo

Coeliac UK is the leading charity for people with coeliac disease. Their previous membership management database was failing to provide the flexibility and functionality required t ...

CRCC Asia logo

CRCC Asia is the leading provider of internships in China, finding work placements for students and young professionals from around the world. CRCC Asia initially used a mixture of ...

CSols logo

CSols Ltd is a laboratory informatics company that provides analytical laboratories with software solutions to streamline their laboratory procedures. The company was previously us ...

Datalex logo

Datalex is a leading provider of travel distribution and merchandising software solutions. The Datalex team now uses Workbooks to manage its growing database of contacts and to man ...

Good Salon Guide Logo

The Good Salon Guide develops a far more effective marketing and sales model with Workbooks CRM.

Helen Brett logo

Helen Brett Enterprises is the leader in cash and carry trade show production and management in the United States. The company quickly realised that they needed a CRM system to ena ...

Index logo

Index on Censorship is a not-for-profit organisation that campaigns for freedom of expression. Previously employees held isolated records in multiple databases and emails. Workbook ...

Megatech logo

Megatech Ltd is the largest independent supplier of equipment and services to the semiconductor and thin film industries. Having experienced difficulty with Salesforce.com and Sage ...

Metadigm logo

Metadigm is a specialist provider of network and security solutions. With over 20 years experience, they are a trusted leader in their field and have a client base spanning across ...

Multrees logo

Multrees Investor Services is a specialist provider of investment administration, consolidated reporting and custody services. Prior to Workbooks, there was no easy way to track co ...

National Federation of Builders CRM Case Study

NFB can now track their leads and campaign ROI and work to improve member prospecting and retention, driving revenues.

Northdoor logo

A top provider of IT Solutions to the Financial Services sector, specialising in application development, EPM, IT Support & Managed Services, Northdoor moved from Salesforce.com to ...

Not Going To Uni logo

Founded in 2008, Not Going to Uni (NGTU) is now the leading website dedicated to school and college leavers in the UK.

The company had been using the Salesforce CRM for four years p ...

Procure4 Logo

Established in 2001 and with more than 30 employees, Procure4 are one of the fastest growing specialists in supply chain management.  Workbooks has delivered benefits, providing to ...

RegenSW logo

Regen SW is a not-for-profit organisation that is the leading centre of sustainable energy expertise. Their work is relationship driven and a CRM system was essential to enable the ...

TAOPIX logo

Taopix Limited is a privately-funded software development company that provides a superior photo book and photo gift software platform to digital printers and photo finishing compa ...

The Exchange Lab logo

The Exchange Lab offer specialist trading services across online ad exchanges and both demand and supply side platforms. The company was initially using a a collection of segregate ...

SMTA logo

The Scottish Motor Trade Association (SMTA) is the only trade association that exists to support motor trade businesses in Scotland. Having previously used a collection of segregat ...

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