Top Companies That Use Workbooks CRM In 2025

The CRM systems from SAP, Microsoft, or Oracle have been flagship applications for many years. However, these applications are designed for large enterprises with complex needs. As a result, most of them come with a hefty price tag and require a small internal team to operate. That is where Workbooks CRM comes in to serve the SMB market.

The initial focus was on providing a unified, all-in-one cloud-based platform for mid-market businesses. Nowadays, the system extends beyond core CRM functions. It includes a centralized business ecosystem with a few automation tools to streamline end-to-end business operations, improve efficiency, and enhance customer experience and retention.

If you are considering Workbooks CRM to use for your business, or are confused about which feature set to choose, or are looking for the list of companies using Workbooks CRM, you’re in the right place.

Read ahead to learn more about Workbooks CRM, its benefits, market performance, and how companies across different industries are leveraging it.

However, if you are here only in search of an updated, verified, and data-law complaint contact database, check out our Workbooks CRM customers list.

Understanding Workbooks CRM

You may have various reasons for what you want to know about the companies that use Workbooks CRM in 2025. It could be for research purposes only. It could be for promoting your alternative products or complementary services to those companies. Before all, understanding the application, its benefits, and performance, and analysing alternative options are crucial to making an informed decision.

What is Workbooks CRM?

Workbooks is a cloud-based, multipurpose CRM application. Thousands of growing companies use this SaaS platform to streamline business operations and improve collaboration with employees and customers.

Its price and feature set are primarily targeted towards SMBs. However, beyond sales, marketing, and customer relationships, the CRM application offers dedicated tools for order management and fulfilment, quoting, and invoicing.

It charges 50-70% less than the large, complex CRM systems available at the time, but offers almost the same features. But their flexible pricing structure reduces costs, as you only pay for the specific features your business needs.

The automation tools, industry-specific features, and flexible pricing give it a competitive edge. Currently, the companies using Workbooks CRM come across different industries, specifically belonging to manufacturing, construction, finance, and accounting service providers etc.

Why Do Companies Use Workbooks CRM?

One of the key factors that sets Workbooks CRM apart is its affordable pricing structure. However, the companies that use Workbooks CRM focus on various reasons. For instance, the single, integrated platform provides access to real-time data of all business units. Likewise, the workflow automation and built-in tools for managing sales, marketing, finance, and administration are other reasons giving it a competitive edge. Here is how the multipurpose, SaaS CRM, and its core functionalities help SMEs:

Gathers insights for market needs

Workbooks build a valuable data set by tracking customers and prospects behaviour. The application tracks how they respond to the marketing, product updates, and feature requests. Thus, it helps identify marketing needs and provides insights regarding new features and products.

Enhance customer loyalty

A centralized platform synchronizes all customer communications. A customer support representative can access the complete history of all interactions and provide real-time support. Moreover, it also helps to run a knowledge base self-service portal, from which customers can find answers to common questions. It reduces the burden on support agents.

Reduces overall costs

Workbooks is designed to be a more affordable CRM alternative for growing companies. Moreover, automation of multiple tasks reduces administrative costs and frees up valuable employee time.

For sales force automation

• A centralized database provides access to detailed information about leads, customers, and suppliers.
• Tools for lead generation, sales opportunities, and pipeline management.
• Custom template and tools for creating professional business proposals and quotations.
• Features for automated invoicing, billing, and managing customer contracts and agreements.

For marketing automation and customer engagement

• Tools for campaign management, tracking performance, and ROI of marketing campaigns.
• Tools for tracking leads from website visits and email interactions.

For customer service and support

• Workbooks provides consistent multi-channel support by offering –
• Unified platforms for agents to manage customer inquiries, issues, and service requests.
• Self-service portal for customers. This centralized knowledge base contains articles, tutorials, and FAQs for consistent customer support.
• Service Level Agreements, or SLA monitoring module with a dashboard for real-time performance tracking, automated alerts, reporting, and insights.

For operational and business management

• A project management tool to manage tasks, track progress, manage timings, and budget.
• Customizable dashboards and reporting tools for real-time insights into sales performance, marketing ROI, and customer service metrics.
• Automation tools for repetitive tasks and business processes, like sending reminders, creating renewal orders, etc.
• Seamless integration with popular business tools, marketing platforms, accounting, and payment software.

How Does Workbooks CRM Perform In The Market?

Workbooks CRM performs well in the midmarket of the UK and the US. The majority of companies using Workbooks CRM are small to mid-sized companies, specifically from the manufacturing, construction, software development, and media and publishing industries.

According to Workbooks CRM itself, it has an active mid-market customer base of over 1,400 clients across 30 countries. Moreover, the CRM application has been praised in a few CRM review platforms for higher customer satisfaction.

Workbooks has a very small market share of approximately 0.1% in the global CRM market. Currently, the global CRM market is dominated by a few large companies, like Salesforce, Oracle, and SAP. But there is an immense opportunity for a smaller provider like Workbooks.

According to top market research firms and industry publications, the adoption rate of CRM designed for SMBs is high. A larger percentage of small businesses have started adopting mobile-friendly, cloud-based CRM software, like Workbooks.

Who Are The Competitors Of Workbooks CRM?

Workbooks CRM is an SME CRMs. Most companies using Workbooks CRM belong to the small- to mid-size market with less complex needs. The top competitors of Workbooks CRM are SME CRM applications such as HubSpot, Zoho CRM, Pipedrive, and Monday. These CRM tools prioritize affordability, ease of use, and rapid implementation.

On the other hand, enterprise CRM applications, such as Salesforce, Oracle, and SAP, have a significant impact on strategic business decisions. Different use cases of large, high-profile companies and the complexity, extensive features, and high-level integrations of enterprise CRM are a constant topic of discussion.

Today, let’s discuss the popular SME CRMs that hold a small but significant market share in the overall CRM market.

HubSpot CRM:

HubSpot CRM is a free, AI-powered customer relationship management platform. Its intuitive, user-friendly interface features dedicated tools for marketing, sales, and customer service. The biggest advantage is that it allows companies to start with a free comprehensive version, though upgrades are required for advanced automation. Currently, over 268,000 customers are using HubSpot CRM.

Zoho CRM:

Zoho CRM is a powerful add-on of the integrated, larger Zoho One suite. The AI-driven features, enhanced customization options, and robust third-party integration capability with over 500 apps make it a top choice for SMBs seeking a broad set of features at a lower cost. At present, it has over 30,000 customers across 180 countries.

Pipedrive:

Pipedrive is a sales-focused CRM application. User-friendly interface, easy-to-use architecture, AI-enabled sales automation feature, range of customization options, seamless integration, and affordability give it a competitive edge. At present, they have a customer base of over 100,000 across 170 countries.

Top Companies That Use Workbooks CRM

It is very difficult to list the actual number of Workbooks CRM customers in 2025. During our research, we came across many online resources that contain inaccurate and outdated data. The resources inaccurately listed many companies as Workbooks CRM users. That’s why we decided to create an updated Workbooks customer database with definitive proof of its use. So, here is a verified list of companies using Workbooks CRM from various industries around the world:

Click here to purchase the entire Workbooks CRM customers list

How Are These Companies Using Workbooks CRM?

The companies that use Workbooks CRM come from diverse industries with specific business requirements. Here is an overview of how some of these companies use the CRM application. It will help you understand industry-specific benefits of the application, how it can improve efficiency and collaboration, and how it can help a business meet customer needs.

Manufacturing Industry

The Workbooks CRM mainly helps manufacturing companies track the prospects, customers, and partners, and act accordingly after analyzing the data. The centralized database eases the relationship management process, enhances supplier communication, and improves internal coordination. As usual, the integrated automation tools boost productivity.

CME Automation Systems

Headquarters:	Chard, Somerset, UK
Revenue:	$6.1 Billion
Number of Employees:	120

CME Automation System has been in the machinery manufacturing business for over 40 years. The company manufactures automated processing and packaging machinery and spare parts for pharmaceuticals, tobacco, cannabis, and food and beverage industries.

A case study claims that the company had implemented Workbooks CRM in 2023. According to it, the CRM is used for improving sales forecast, pipeline management, marketing automation, and financial reporting. They want to empower their sales and marketing team with an automation tool.

Hako Machines

Headquarters:	Northampton, Nothamptonshire, UK
Revenue:	€ 440 Million
Number of Employees:	2500

Hako Machines is a leading manufacturer of cleaning machines based in Germany. It has a strong presence across 60 countries.

A verified Workbooks partner published a case study detailing the company’s use of Workbooks CRM to support sales activities and administrative tasks. The case study discusses how the CRM reduces business risk and burden on admin and salespeople.

Construction Industry

The construction industry has unique operational challenges, like detailed estimation, lengthy bids, etc. Construction companies that use Workbooks CRM leverage its integrated tools for various activities. These include providing a centralized communication platform for internal employees, stakeholders, and clients. The platform helps in quoting and invoicing, provides progress updates for specific projects, allows tracking bids and approvals, and coordinates schedules.

Henry Brothers

Headquarters:	Magherafelt, Londonderry, UK
Revenue:	£92.2 Million
Number of Employees:	200

Founded in 1976, Henry Brothers is an American construction company, specializing in education, public sector, health, and defence. The company offers end-to-end construction services and operates in Scotland, England, and Northern Ireland.

According to this case study, the company implemented Workbooks CRM to improve sales pipeline management and address a critical business need. The next phase involves using graphical reporting and trend analysis within the CRM to identify factors that impact project success likelihood and focus on the right future opportunities.

Courtcraft

Headquarters:	Leigh, Greater Manchester, UK
Revenue:	$5.8M
Number of Employees:	12

With 30 years of expertise in sports facility construction, Courtcraft is leading the U.S market. The company primarily offers installation and maintenance services for sports flooring, though it also serves the education and commercial sectors.

According to a case study published by a Workbooks CRM consultancy firm, the company shifted to Workbooks CRM from Microsoft Dynamics. That time, the company had only 10 staff members, and they needed a cost-effective, easy-to-use CRM application to coordinate with subcontractors. They chose Workbooks CRM to improve collaboration and integrated this CRM application with their lead generation system.

Financial Services Industry

Regulatory compliance and operational resilience are top priorities for companies that provide financial services. Workbooks CRM provides a variety of features, like multi-layer network protection, data isolation, and more for enhanced cybersecurity. However, the finance and insurance companies using Workbooks CRM benefit in other ways, too. The CRM application, as usual, streamlines operations, improves collaboration, and helps in making data-driven decisions.

XPS Pensions

Headquarters:	Reading , Berkshire
Revenue:	£231.8 Million
Number of Employees:	1900+

XPS Pensions is one of the most trusted pension consultancy firms in the UK. The company provides strategic guidance on pension schemes, insurance, and investment.

According to a case study on Workbooks’ website, the company switched Workbooks CRM (from Salesforce to Workbooks CRM in 2016 to effectively integrate its sales and marketing functions. This has led to significant operational efficiencies, the generation of a high number of revenue opportunities, and substantial cost savings.

Capital Access Group

Headquarters:	San Francisco, CA
Revenue:	$4.74 Million
Number of Employees:	11-50

Capital Access Group is an SBA Certified Development Company. Since 1981, the company has been helping small businesses grow, own their buildings, or renovate them by providing long-term real estate loans.

The company’s use of Workbooks CRM is mentioned in a case study published by Workbooks itself. According to it, Capital Access Group utilizes the CRM application to centralize data management, track projects and contacts, and improve visibility throughout the sales process. The platform is used to enhance reporting for quicker decision-making and increase operational efficiency.

Environmental Services Industry

A centralized platform for documentation management, tracking workflow, and client communication is a necessity for companies that provide environmental services. The custom dashboard of Workbooks CRM is the most capable for it. It provides real-time visualization of compliance status and key performance metrics, while the reporting and analytics tools help in making smarter decisions.

Thames Laboratories

Headquarters:	Fenstanton, Cambridgeshire
Revenue:	£3.505 Million
Number of Employees:	44

The Thames Laboratories is a UKAS-accredited asbestos consultancy firm with 35 years of experience. They provide asbestos management solutions worldwide. Their compliance services include identification and analysis of asbestos-containing materials, air monitoring, Asbestos removal project management, and surveying for refurbishment and demolition.

A customer story on the website of CRM Insights, Workbooks partner, highlights an interview with Hannah Pike, Marketing Co-ordinator at Thames Laboratories, detailing why they chose Workbooks CRM. The interview mentioned they use the CRM to manage pipeline and quotations, tasks, and track leads.

Low Level Waste Repository (LLWR)

Headquarters:	Calderbridge, Cumbri, UK
Revenue:	Non-profit
Number of Employees:	400

LLWR is the main disposal facility of low-level radioactive waste in the UK. The organization works on behalf of the Nuclear Decommissioning Authority. In 2019, they decided to use CRM to streamline operations and choose Workbooks.

A case study on the Workbooks website features a quote from Jenny Prince, the business manager of LLWR. Although the specific use of the CRM is not mentioned, it is mentioned that the implementation brought a positive impact on the organization.

Media & Publishing Industry

Media and publishing companies require a robust platform for data and analytics management. That is where Workbooks CRM comes in and manages subscriptions, sales, contracts, and royalties. The centralized platform improves efficiency across departments and provides data-driven insights for strategic decisions.

STV Group PLC

Headquarters:	Glasgow, Scotland, UK
Revenue:	£188 Million
Number of Employees:	643

STV is a leading media and production company in Scotland. STV offers a free and subscription-based streaming service, STV Player and STV Player+, as well as STV Radio. The streaming TV (STV Player) has commercial advertising options. In the name of STV Studios, STV runs a production business.

The case study published by Workbooks mentions how STV leverages the CRM platform to enhance revenue growth and streamline the entire business.

APL Media

Headquarters:	London, UK
Revenue:	£18.64M
Number of Employees:	115

APL Media is an award-winning content marketing agency. The company produces travel and lifestyle content in renowned magazines or bookazines. They also offer branding services through websites, events, and other media products.

Workbooks itself features an interview with Matt Midworth, Commercial Director of APL Media, as a form of case study on its website. In the interview, it is stated that they use CRM for handling sales and finance. They decided to replace their old CRM with Workbooks CRM as the previous one was lacking integration with their finance module. According to it, cost-effectiveness was another reason to choose Workbooks CRM.

Membership Organization Industry

The professional associations or membership organizations typically need to manage and analyse vast and fragmented member data to provide personalized communication. Cost-effective CRM like Workbooks can help in member engagement and retention, also automating administrative tasks like renewal, event registration, and so on.

The British Association of Sport and Exercise Sciences

Headquarters:	Leeds, England
Revenue:	£0.47 Million
Number of Employees:	8

BASES is the authoritative voice for the sport and exercise science profession in the UK. The organization sets professional and ethical standards, supports research works for sport and exercise, and does everything to ensure professional development in the field.

The organisation handles membership services, research and publication, and administers and awards certifications. It is also responsible for maintaining industry partnerships, so it often arranges conferences and events.

In a case study on the CRM Insights UK website, the Workbooks implementation partner detailed how the implementation of the CRM streamlined the membership management process.

Scottish Motor Trade Association (SMTA)

Headquarters:	South Queensferry, Edinburgh, UK
Revenue:	Not Publicly Available
Number of Employees:	1300+

Established in 1903, the SMTA provides essential support and guidance to its members in the retail motor industry in Scotland. The organization offers legal and technical help, assists with dispute resolution, and offers discounted products and services through its buying group.

The official website of Workbooks lists a detailed case study featuring the SMTA. The case study discusses how the Workbooks CRM solution, customized for SMTA’s business needs, improves and streamlines their business process. The centralized platform helps manage communications with members and industry partners, tracks membership tiers and benefits, and more.

Software Development Industry

Software development companies face fierce competition. Building sustainable customer relationships with consistent communication is the key to getting a competitive advantage. The Workbooks CRM helps in delivering a consistent digital experience with its automation functions, centralized database, and accurate reporting features.

ATG (Auction Technology Group)

Headquarters:	London, England
Revenue:	$174.2 Million
Number of Employees:	350+

ATG provides e-commerce marketplaces and auction software. They also offer auction-related services, like bid management, hosting an auction, digital marketing for it, and shipping.

Workbooks published a case study regarding how the auction company leverages its application. According to it, ATG used the CRM software to manage prospects and customers, handle sales and order fulfilment, and track payments and cash flow.

Datalex

Headquarters:	Dublin, Ireland
Revenue:	$27.5 Million
Number of Employees:	200+

Datalex develops travel management and merchandising software. The core software, Stellex, has different modules that enable airlines and travel companies to dynamically price, package, and sell travel products and services.

Based on the information from a case study on Workbooks official site, Datalex uses the CRM for data management. The tools help in managing distribution lists, data segmentation, and creating personalized marketing strategies.

Others Industries

The list of companies using Workbooks CRM is not limited to the mentioned sectors. Check out how the companies from other versatile industries are using the CRM:

Cambridgeshire & Peterborough Combined Authority

Headquarters:	Little Stukeley, England
Revenue:	£95.4 Million
Number of Employees:	174

The Cambridgeshire and Peterborough Combined Authority was established in 2017 to combine seven councils. The Combined Authority model is responsible for strategic decision-making and ensuring development in areas like transport, housing, skills and adult education, and economic growth across the region.

According to a case study published on CRM Insights, a verified Workbooks partner, the organization uses the CRM application for data and fund management. The organization needs to handle a high volume of personal and business data. Workbooks secure data and ease the management process. The authority also prefers the CRM for project management.

4ways

Headquarters:	Hemel Hempstead, England
Revenue:	£46.95 Million
Number of Employees:	160

4ways is a leading tele-radiology provider in the UK. They offer remote radiology reporting services to numerous NHS trusts and private healthcare providers.

Workbooks included the case study of 4ways detailing how the company secured 10% revenue growth using the CRM. According to it, the company primarily didn’t use any CRM application and chose Workbooks for its high adaptability and user-friendly architecture. However, they use the application to manage pipelines, radiologist scheduling and performance, tracking sales and marketing KPIs, and more.

DX Exchange

Headquarters:	Slough, Berkshire
Revenue:	£471.2 Million
Number of Employees:	5300+

DX Exchange offers different types of delivery services across the UK and Ireland. Solo traders to large enterprises, including government, legal firms, and finance service provider companies, trust their delivery network for delivering sensitive documents quickly.

The case study published on the Workbooks website mentions that the company started using Workbooks in 2020, but the specific use is not mentioned.

The JGA Group

Headquarters:	Harrow, England
Revenue:	£17.45 Million
Number of Employees:	103

The JGA Group is a training provider and career management institution. They offer versatile apprenticeships and training courses in sales, marketing, management, health and social care, and creative and event sectors.

A verified Workbooks implementation partner, CRM Insights, has confirmed in a customer story that JGA Group found Workbooks to be a good CRM to start with. It enhanced the productivity of their sales team.

How To Gain More Information On Companies That Use Workbooks CRM?

Finding information about the tech stacks of some companies is time-consuming and burdensome work. On top of that, the companies using Workbooks CRM are mostly start-ups or growing companies. This means there are very few online resources that publish information about the companies and the technologies they use.

However, few sources are available there. You should verify each data, as there is a high risk of inaccurate or outdated data. The primary reason is that most small to mid-sized companies do not publicly reveal their tech stack. Sometimes, they change the CRM application for internal usage, and do not change the status.

These lead to several instances of confusion and misinformation. Take these companies, for example:

• CABA: CABA implemented Microsoft Dynamics CRM in 2022. Their technology consultant, Bluelight, facilitated the implementation of the new CRM and the data migration from its former Workbooks CRM.
• French Duncan: The company previously used Workbooks CRM to streamline client management. Following its acquisition by the AAB group in 2023, the company transitioned to the AAB group’s internal CRM system.
• Amstore (now rebranded as Fuse Innovation Ltd.): According to a case study, Amstore was a Workbooks client. The specific CRM system currently used by Fuse Innovation Ltd. has not been publicly announced.
• 3rd Street Group: This advertising and marketing agency used Workbooks CRM, as confirmed by a case study from a CRM consultancy agency, CRM Insights. The company was closed down in 2023.

These are the companies that appear as Workbooks customers when you do an online search. As you can see from the proofs, these companies used the CRM in the past years, but it is not known whether they are still using the same CRM. Similarly, some of the available information is completely inaccurate.

Which companies were incorrectly included in the list of Workbooks CRM customers?

Being in the B2B data providing business for over 15 years, we know how to find the current tech stack of a company and how to verify that data. Thus, we came across several online resources that listed down the following companies as Workbook CRM users when they actually use a different CRM application.

In this situation, the easiest way to get accurate information on the companies using Workbooks CRM is to buy the data from a reliable data provider. You should choose an experienced B2B database provider that offers end-to-end support in your market research. So, now the question is how to choose the right B2B data vendor for your business.

Checklist for evaluating a B2B data provider

• Focus on data quality over volume. Consider how the data is sourced and verified.
• Verify that the provider adheres to all data security laws.
• • Take the example of Infoclutch. Our database is fully compliant with both international and regional data laws, including GDPR, CCPA, and CAN-SPAM.
• Ensure the data is updated frequently. Like for us, we verify each data and update the database every 45 days.
• Consider their deliverability rate. Ask whether they provide a replacement for outdated and verified data, like Infoclutch does.

Conclusion

Workbooks CRM is a growing name in the SME CRM market. Companies from different industries now use this cloud-based CRM application to streamline workflow, boost overall productivity, and manage relationships with clients. Its affordability is the biggest advantage over all competitors available on the market.

Whether you want to capitalize on its industry-specific benefits or market your products or services, you need accurate information on the companies that use Workbooks CRM. Freely available online resource could contain outdated and inaccurate information that can waste your effort and resource. If it’s for marketing purpose, wrong information or poorly targeted database can damage your sender reputation and campaign effectiveness.

Fill in your requirements using the form provided on the right to access up-to-date and verified information. Our representatives will get back to you ASAP to understand your requirement in detail and outline the next steps.