Newsroom

If you feel like you’re not getting the most from your CRM or that you don’t have enough time to manage your platform as a team – there\'s good news. Workbooks now offers Managed Service CRM, where we take on some or all of...

Learn about the four ways you can start your Workbooks reports: Using templates; Copying an existing report; Using a pre-populated report; Blank reports. LENGTH IN MINUTES: 03:49

  If you’re looking for handy ways to save time and make your Workbooks navigation easier, check out these time-saving features. From customizing your views, to pinning the screens you need – these shortcuts are sure...

What\'s the difference between a good CRM system and a bad one?  For sales teams it comes down to one thing - how much you sell.    When you’re using your CRM the right way, you’ll get a 360-degree view of your...

It’s not something everyone thinks of first when choosing a CRM. Especially as it’s easy to focus solely on functionality. But get it wrong and you can lose time, money and that all-important confidence you need to meet your...

Join Customer Support Manager, Ed Patterson as he takes you through everything that will become available in the 7.2 release. Within the webinar, you will discover: How to add activities to your springboard. How to get...

Single vendors deliver more value for money (7.1/10) compared to multi-party vendors (6.3/10)  Workbooks, a leading CRM solution provider, has recently conducted a groundbreaking survey unveiling critical insights into the...

TechRadar have ranked Workbooks number 2 for ‘Best CRM software of 2024’ and ‘Best for midsize business’. Second only to the enterprise business Salesforce and ranking higher than Hubspot, Zoho, and Pipedrive we’re...

Through our years of experience, we’ve seen (and offered) plenty of advice to prospective CRM users. But perhaps the daftest suggestion we’ve seen is that you should attempt to build your own CRM system. To that end,...

CRM software is a great way to manage all of your customers\' contact information and business interactions in one place. Cloud-based CRM has grown more popular than ever before. This is where data is hosted on the CRM...

G2 have awarded Workbooks another badge this season – Highest User Adoption. So, what does this mean? And how does it affect you?    What’s a G2 badge?  The G2 Market Report compares how Workbooks and our...

Join us on the 8th of November as we look into the new Project Records and how it can be customised to suit your needs. We will be discovering: What are the ideal use cases for this type of record? How does the Project...