Workbooks CRM Case Studies

Freightroute provides a comprehensive range of pallet distribution services throughout the UK and Ireland. 

CSols, a specialist in software that connects laboratory instruments to PCs, needed a single, user‑friendly platform to manage sales, customer support, contracts, projects, and finance.

Founded in 1999, Capital Access Group has established itself as the leading Investor Relations Consultancy, focusing primarily on Private Client Fund Managers and Stockbrokers in the UK. 

BPL Plasma collects blood plasma to help manufacture life-saving therapies for patients worldwide.

Ultima Media is a global B2B publishing and events company serving the automotive industry.

Before implementing Workbooks, Aspin stored information across multiple systems managed by different departments.

ATG Media is the UK’s leading provider of specialist information and services to the fine art and antiques industry

Before Workbooks, STV stored data across multiple platforms. They wanted a system that streamlined their business processes and improved visibility.

The Low Level Waste Repository (LLWR) is the UK’s primary disposal facility for low-level radioactive waste.

Knowledge Transfer Network is the networking and events partner of Innovate UK, a government funded organization. KTN’s mission is to help companies bring innovations to market approximately 24 months earlier than they would...

After years of navigating CRM frustrations, UK-based manufacturing company IIJ Group has found its definitive solution in Workbooks CRM, and early results are already transforming how their team works.

Saacke: How a manufacturer ditched spreadsheets for a 9% boost in orders with Workbooks CRM

How accountancy firm Aston Shaw supported its growth with CRM

Learn how ECC went from spreadsheets to game-changing insights that informed board meetings with a combined approach to CRM and Project Management.

How an immigration law firm closed the case for over 50 trafficking victims  

Find out how APL Media used Workbooks to drive revenue, better communicate as a team, and deliver better customer experiences.

How one charity improved tracking of fundraising, memberships and consolidated their contacts.

Find out how Russell Finex, a worldwide leader in manufacturing fine mesh separation technology, chose their CRM and transformed the sales teams’ performance.

Find out how Rotary drove sales, better understood customer demand, and saved money with Workbooks. 

From unreliable support and a CRM that only supported sales processes, to marketing success and a fully supported solution, find out how XPS changed their game with Workbooks.