Workbooks
Workbooks is a UK-based SaaS provider of cloud CRM software for mid-market businesses (50-500 employees), offering integrated sales, marketing, service, and commercial operations with transparent per-user pricing and dual UK/US support.
- Company typePrivate
- Founded2007
- HeadquartersReading, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Workbooks does
Workbooks is a UK-headquartered SaaS company, founded in 2007 and based in Reading, that develops and sells a cloud-based CRM platform targeting mid-market businesses (typically 50-500 employees) in the United Kingdom and United States. The platform integrates sales pipeline management, marketing automation, customer service, commercial operations, and project management into a single unified system, with a recent AI layer (Workbooks AI, launched in Beta January 2026) offering call transcription, sales coaching, predictive forecasting, and generative task automation. The product is delivered as a per-user subscription priced at £64/user/month for the Professional tier, with mix-and-match licensing, no feature caps, and unlimited reporting included as standard.
The underlying technology stack is a cloud SaaS CRM with an API, webhooks, and a broad integration ecosystem spanning Microsoft (Azure AD, Outlook, Power BI, Word), Google Workspace, DocuSign, Adobe Sign, Xero, QuickBooks, Spotler, Outreach, RingCentral, and Zapier connectivity to over 1,000 additional applications. The company holds ISO 27001 certification and offers GDPR-compliant hosting with both UK and US data residency options.
Workbooks generates revenue through recurring per-user subscriptions supplemented by tiered implementation services (SelfStart self-service, 28-day JumpStart, and Shared Success workshops), public training courses, and managed services. Go-to-market is hybrid: direct sales for mid-market enterprise deals alongside product-led growth tools (interactive demos, pricing calculator, free 90-minute CRM Success Workshop) for self-serve evaluation. In December 2025, Workbooks secured £16.6 million growth capital from BGF to accelerate US expansion (including a new Boston office) and product development.
Workbooks firmographics
Firmographics- Name
- Workbooks
- Legal name
- Workbooks
- Website
- https://workbooks.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Workbooks is a UK-based SaaS provider of cloud CRM software for mid-market businesses (50-500 employees), offering integrated sales, marketing, service, and commercial operations with transparent per-user pricing and dual UK/US support.
- Ownership category
- akta.pro rank
Workbooks industry classification
Industry- Product category
- Customer Relationship Management (CRM) Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
Keywords
Where Workbooks is headquartered
LocationHeadquarters
- HQ city
- Reading
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Workbooks business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- CRM Software Subscription: Subscription-based SaaS CRM with per-user licensing. Customers can mix and match license tiers to pay only for features needed.
- Implementation Services: Fee-based implementation services including SelfStart (self-service), JumpStart (28-day implementation), and Shared Success (consultancy workshops).
- Training Courses: Public training courses offered at Workbooks offices including System Administrator and Reporting Training courses.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Professional CRM Edition at £64 per user per month |
| Subscription | One time | CRM Success Workshop worth £750/$997 offered free |
| Other | One time | Reporting Training Course at £1,050 per attendee |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Workbooks product offering
Product offeringCore offering
Workbooks provides a unified cloud-based CRM platform for mid-market businesses, combining sales pipeline management, marketing automation, customer service, and commercial operations in a single integrated system. The platform is delivered as a SaaS subscription with per-user pricing and is complemented by tiered implementation services (SelfStart, JumpStart, Shared Success), managed services, and instructor-led training courses. AI-enabled capabilities including call transcription, sales coaching, predictive forecasting, and data hygiene are built directly into the platform.
Product overview
Workbooks offers a unified cloud-based CRM platform designed specifically for mid-market businesses, positioning itself as a 'No-BS CRM' alternative to enterprise providers. The platform integrates core CRM functionality (sales, marketing, customer service, commercial operations) with specialized AI capabilities, project management, and extensive integration options. The product architecture consists of the core Workbooks CRM platform with add-on modules including AI-Enabled CRM (featuring Workbooks AI in Beta), Marketing Automation, Sales Forecasting, Sales Order Processing, Reports & Dashboards, Project Management (Simple and Advanced tiers), Data Quality, and the Mapping Plus geolocation module. Implementation is supported through tiered services: SelfStart (self-service), JumpStart (28-day implementation), and Shared Success (consultant-led workshops). Industry-specific solutions are available for Consultancy Firms, Media & Publishing, Technology, Manufacturing, Business Services, Transport & Logistics, and Accounting. The platform includes a customer-facing Case Portal, Event Management capabilities, and Force24 marketing automation for customer journey orchestration.
Differentiator
Problem solved
Functional benefit
Products and services
- Workbooks CRM Unified cloud-based CRM platform for mid-market businesses integrating sales pipeline management, marketing automation, customer service, and commercial operations in a single system with embedded AI features, project management, reports and dashboards, and an open API.
- Workbooks AI (Beta) AI-enabled CRM capability within the Workbooks platform providing AI-powered call transcription, sales coaching, data hygiene automation, predictive sales forecasting, anomaly detection, and generative AI follow-up recommendations for sales and customer service teams.
- Project Management Module Built-in project management module offering Simple Projects for task and team management plus Advanced Projects with time tracking, budget tracking, resource scheduling, and revenue recognition for services organizations and project-based businesses.
- SelfStart Implementation Guided self-service CRM implementation option enabling customers to configure and launch their Workbooks CRM independently with Workbooks-provided guidance, designed for smaller deployments and product-led adoption.
- JumpStart Implementation Fast-track fixed-scope implementation service delivering a fully implemented and functional Workbooks CRM within 28 days, providing a structured alternative to long enterprise CRM rollouts.
- Shared Success Collaborative, workshop-based implementation approach in which Workbooks consultants work with the customer to design and plan a custom CRM before any commitment, including the free 90-minute CRM Success Workshop as the entry point.
- Managed Services Fully managed CRM service in which Workbooks manages and optimizes the customer's CRM system on their behalf, providing ongoing administration, configuration, and performance improvements as an outsourced service.
- CRM Success Workshop Free 90-minute workshop (normally valued at £750/$997) that helps prospective customers map out CRM requirements and receive a customized growth report with no purchase commitment; full workshop is priced at £3,150 or $4,020.
- Training Courses Public instructor-led classroom training courses (System Administrator and Reporting Training) delivered at Workbooks' Reading office, with the two-day Reporting Training course priced at £1,050 per attendee and including training manual and materials.
Quantifiable outcome
- 28% lower cost than HubSpot comparable tiers (£64 vs £85/user/month)
- +3 more outcomes
Companies that use Workbooks
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles2 records
Workbooks technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration31 records
AI capability7 records
Feature10 records
Workbooks partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered minor and core.
- Management Consultancies Association (MCA)minorWorkbooks joined the MCA as an Associate Member, signifying engagement and recognition within the consulting sector. This membership supports Workbooks' positioning for consulting firm customers.
- DocuSigncoreDocuSign electronic signing integration allowing users to send documents for signature directly from Workbooks, with support for multiple documents, payments, and automatic record updates.
- Adobe SigncoreAdobe Sign integration for electronic document signing with authentication, form layout configuration, and workflow integration.
- ZapiercoreIntegration platform enabling connectivity to hundreds of apps including Jira, Basecamp, Eventbrite, Wufoo, Survey Monkey, and 123FormBuilder for automated workflows.
- Microsoft (Azure AD, Outlook, Power BI, Word)coreDeep integration with Microsoft ecosystem including Azure Active Directory authentication, Outlook mail sync, Power BI reporting, and Word Add-in for document generation.
- GooglecoreGoogle Workspace mail sync integration and Google Maps for Mapping Plus functionality.
- Spotler (GatorMail, GatorCreator, GatorLeads)coreSpotler marketing automation suite including GatorMail email marketing, GatorCreator forms, GatorLeads web insights, GatorSurvey, GatorWorkflow automation, and GatorPopup. Comprehensive native marketing automation within Workbooks.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Workbooks competitors and assessment
Company assessmentDirect peers
- Insightly: Insightly is a CRM and project management platform targeted at small and mid-market businesses, offering similar integrated functionality (sales pipeline, projects, marketing) to Workbooks. Both platforms serve the same mid-market segment with unified CRM-plus-workflow positioning.
- Apptivo: Apptivo is an affordable, integrated CRM platform for SMBs and mid-market companies, offering sales, marketing, project management, and invoicing modules in a single platform similar to Workbooks' unified offering. Both target budget-conscious mid-market buyers.
- Creatio: Creatio offers a no-code CRM and workflow automation platform for mid-market businesses, explicitly listed on Workbooks' competitor comparison page. Both platforms combine CRM with workflow automation and target similar mid-market verticals.
- Pipedrive: Pipedrive is a sales-focused CRM targeting SMBs and mid-market companies, listed explicitly on Workbooks' competitor comparison page. Both platforms focus on sales pipeline management with transparent per-user pricing, serving a similar mid-market buyer.
- Zoho CRM: Zoho CRM is a broad mid-market CRM platform with integrated sales, marketing, and service modules, comparable to Workbooks' unified platform approach. Zoho is listed as a direct competitor on Workbooks' website and competes in the same value-for-money positioning.
- HubSpot: HubSpot is the leading mid-market CRM and marketing platform, directly competing with Workbooks in the same customer segment (SMB to mid-market). Workbooks' own website lists HubSpot as a competitor comparison and prices below it (£64 vs £85/user/month). TechRadar ranks Workbooks ahead of HubSpot in its 2024 list.
- SugarCRM: SugarCRM is a mid-market CRM platform with sales force automation, marketing, and customer service capabilities, targeting similar mid-market customers as Workbooks. Both compete for businesses seeking CRM alternatives to enterprise vendors with more flexible pricing.
Emerging players
- monday.com: monday.com started as work management and has expanded into CRM (monday Sales CRM), listed on Workbooks' competitor page. Both platforms offer visual, easy-to-use interfaces with project management and CRM in one platform, targeting mid-market and SMB customers.
Broad incumbents
- Salesforce: Salesforce is the dominant enterprise CRM, but Workbooks targets the mid-market segment that Salesforce historically over-served. Multiple Workbooks customers (Rotary Corporation, Russell Finex) switched from Salesforce due to cost and complexity. Salesforce serves the same product category at a different scale and price point.
- Microsoft Dynamics 365: Microsoft Dynamics 365 is the enterprise CRM/ERP suite within the Microsoft ecosystem, listed explicitly as a Workbooks competitor. Workbooks has deep Microsoft integrations (Azure AD, Outlook, Power BI), but Dynamics competes for the same mid-market customers seeking integrated business applications.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Workbooks social profiles
Digital presenceWorkbooks compliance and trust
Trust signalCompliance2 records
Workbooks financial estimates
Financial estimateRevenue estimate
Valuation estimate
Workbooks leadership team
Management profileNumber of profiles
Profiles7 records
Workbooks funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Workbooks M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Workbooks
What does Workbooks do?
Workbooks provides a unified cloud-based CRM platform for mid-market businesses, combining sales pipeline management, marketing automation, customer service, and commercial operations in a single integrated system. The platform is delivered as a SaaS subscription with per-user pricing and is complemented by tiered implementation services (SelfStart, JumpStart, Shared Success), managed services, and instructor-led training courses. AI-enabled capabilities including call transcription, sales coaching, predictive forecasting, and data hygiene are built directly into the platform.
Is Workbooks a public or private company?
Workbooks is a private company. It is classified as venture growth investor backed and is currently operating.
When was Workbooks founded?
Workbooks was founded in 2007. It employs 51 to 100 people.
Where is Workbooks based?
Workbooks is headquartered in Reading, United Kingdom, in the Europe region.
How does Workbooks make money?
Three revenue lines are on record. CRM Software Subscription is the primary driver. The others are implementation Services and training Courses.
Who are Workbooks's main competitors?
Direct peers on record are Insightly, Apptivo, Creatio, Pipedrive, Zoho CRM, HubSpot and SugarCRM. monday.com is listed as an emerging player. Broad incumbents are Salesforce and Microsoft Dynamics 365.
Does Workbooks have an API?
Yes. Workbooks provides API access through API Keys for automation, integration, and data exchange. The platform supports Webhooks and Triggers for real-time event-driven integrations, and includes API Data functionality for programmatic access. API Keys can be configured in the Email Integrations section under Configuration. The platform also supports Zapier integration for no-code automation, Scribe/Workbooks Connector for data integration, and supports OAuth authentication with Microsoft Azure Active Directory for SSO. Developer documentation is at www.workbooks.com/our-knowledge-base.
What industry is Workbooks in?
Workbooks's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is BPAFAFAK, Customer Service/Support CRM & Contact Center Platforms. Its NAICS code is 513210 and its SIC code is 7372.