Workbooks
Meet the No-BS CRM
Workbooks is the No-BS CRM built for mid-market organizations that want real value, without high costs and complexity. Too many CRM providers rely on confusing pricing tiers, feature caps and outsourced support. It starts simple and becomes harder to manage each year. We think that’s BS.
We help mid-sized firms that have outgrown entry-level CRM tools but don’t want the cost and complexity of enterprise platforms. That’s why Workbooks was rated #1 CRM for mid-market firms in 2026 and #2 CRM overall by TechRadar Pro.
What we offer:
- Sales pipeline and forecasting
- Customer communications tracking
- Built-in project management
- Marketing automation
- Contract and order management
- Invoicing and supplier management
- Powerful, practical AI agents
- We work with you to:
- Identify your desired outcomes
- Scope your requirements correctly
- Design workflows that match your processes
- Integrate with your finance, marketing, and productivity tools
- Build a solution that works for your people
ECC: CRM that helps consultants save time and boost efficiency
Educational Competencies Consortium switched from spreadsheets and scattered tools to Workbooks’ all-in-one CRM and project management platform.
They needed real-time data, consistent processes, and affordable support. Workbooks centralized customer and project data, improved reporting, boosted efficiency, and faster client response times.
“The way that Workbooks have structured the system seems a lot simpler to follow. It’s very easy to navigate. Workbooks is clearly and simply presented and organized.”
Rotary: Driving customer demand and reducing costs with CRM
Rotary Corporation replaced expensive, rigid CRM with Workbooks’ customized CRM and marketing automation to cut costs and improve efficiency.
They needed a system tailored to their needs that supported sales, customer service, and campaigns without costly upgrades. Workbooks delivered a flexible platform with strong reporting and automation.
“Workbooks have a great product. Great customer service. And I don’t think anybody could go wrong choosing them.”