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Through our years of experience, we’ve seen (and offered) plenty of advice to prospective CRM users. But perhaps the daftest suggestion we’ve seen is that you should attempt to build your own CRM system. To that end,...

TechRadar have ranked Workbooks number 2 for ‘Best CRM software of 2024’ and ‘Best for midsize business’. Second only to the enterprise business Salesforce and ranking higher than Hubspot, Zoho, and Pipedrive we’re...

If you feel like you’re not getting the most from your CRM or that you don’t have enough time to manage your platform as a team – there\'s good news. Workbooks now offers Managed Service CRM, where we take on some or all of...

Single vendors deliver more value for money (7.1/10) compared to multi-party vendors (6.3/10)  Workbooks, a leading CRM solution provider, has recently conducted a groundbreaking survey unveiling critical insights into the...

What\'s the difference between a good CRM system and a bad one?  For sales teams it comes down to one thing - how much you sell.    When you’re using your CRM the right way, you’ll get a 360-degree view of your...

CRM software is a great way to manage all of your customers\' contact information and business interactions in one place. Cloud-based CRM has grown more popular than ever before. This is where data is hosted on the CRM...

The theme of Workbooks’ 2023 Customer Conference was ‘Reaching New Heights’ – an idea that became quite literal during the keynote from pioneer of female British aviation Mandy Hickson! But it was also embodied throughout...

G2 have awarded Workbooks another badge this season – Highest User Adoption. So, what does this mean? And how does it affect you?    What’s a G2 badge?  The G2 Market Report compares how Workbooks and our...

Workbooks was named as the only high performer in G2’s Mid-Market UK Regional Grid Report® CRM Fall 2023, ranked in third place across the region, trailing only to global super-brands Salesforce and Hubspot, but well ahead of...

It’s not something everyone thinks of first when choosing a CRM. Especially as it’s easy to focus solely on functionality. But get it wrong and you can lose time, money and that all-important confidence you need to meet your...

Unveiling the Results of the 2023 Workbooks Customer Survey Customer feedback is vital to any SaaS business, including ours.  Let’s explore why this feedback is so significant: 1. To enhance the quality of your Products ...

Working with a customer management relationship (CRM) solution is no longer considered an organisational add-on (a mere luxury)—it’s quickly becoming a standard for businesses looking to get ahead in an increasingly...