The Sales Pitch

Founded in 2007 in the UK by a successful team of entrepreneurs, has rapidly become one of the fastest growing providers of web-based CRM and Business Applications.

Our suite of Business Applications are specifically designed for small and mid-size organisations and are delivered via Software-as-a-Service, therefore removing the traditional requirements of having hardware to maintain and software to install and support.

Our joined-up approach to business means Workbooks CRM and Workbooks Business can help to streamline your whole business, increasing productivity and performance through efficiency gains. Not only can our suite of applications help you to increase sales and track key business information but they’ll help improve your quality of service and help to reduce your operational costs.


Contact management, salesforce automation, marketing automation, customer support, reporting and views, export to CSV, email or Dropbox. Custom fields and pick lists, custom form templates


Iomart, Northdoor, CABA, Pentura, Matssoft, Oakridge, Rawnet, Charter

Tech Information
Service Name
Parent Company
No. of Staff maintaining this service (estimated)
Small (25-99 people)
99.5% SLA
Telephone, Online, Email, Community
Mobile Devices
Yes, iPhone App, iPad App
Head Office
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