Fast implementation CRM implementations don’t have to be long or disruptive. Get set up in 28 days with Workbooks JumpStart.

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Sep 2, 2025 · Workbooks CRM offers a complete suite of tools to manage the entire customer lifecycle, from lead generation to post-sale support. The platform excels in its core capabilities, …

Workbooks review (2026) — pricing, features, pros & cons, and use cases. Discover how this platform performs in real scenarios.

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Try our free interactive CRM demo and discover Workbooks, an affordable, feature-rich CRM which can be tailored to boost efficiency within your business.

Workbooks is a SaaS platform used by growing companies to run their business and engage effectively with their customers.

Try our interactive demo to see how Workbooks can provide you with a centralized hub for managing customer relationships, streamlining sales processes, and gaining actionable insights.

From marketing and finance to sales and customer service, bring your entire organisation together through teamwork and collaboration. Take action confidently with the real-time insights you …

Using Workbooks as your professional services client management software, you can optimize communications and record all interactions, contract and billing details in one central hub.