Founded in 2007 in the UK by a successful team of entrepreneurs, Workbooks.com has rapidly become one of the fastest growing providers of Web based CRM and Business Applications.
Our suite of easy-to-use applications are specifically designed for small and mid-size organisations and are 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.
Our customer base spans across many industry sectors including Finance, Professional Services, Insurance, Not-for-profit organisations, IT, Telecommunications, Construction, Transport & Logistics and Manufacturing. We pride ourselves on providing outstanding levels of customer commitment and customer service to all our customers. As a UK based company, with our engineering team working alongside our support team, we are on hand to respond quickly and efficiently to any questions that may arise.
Our suite of easy-to-use applications are specifically designed for small and mid-size organisations and are 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.
Our customer base spans across many industry sectors including Finance, Professional Services, Insurance, Not-for-profit organisations, IT, Telecommunications, Construction, Transport & Logistics and Manufacturing. We pride ourselves on providing outstanding levels of customer commitment and customer service to all our customers. As a UK based company, with our engineering team working alongside our support team, we are on hand to respond quickly and efficiently to any questions that may arise.
Location: United Kingdom
Employees: 11-50
Phone: +44 118 303 0100
Total raised: $24.68M
Founded date: 2009
Funding Rounds 2
| Date | Series | Amount | Investors |
| 15.12.2025 | - | $22.39M | BGF Ventur... |
| 22.07.2011 | - | $2.28M | - |
Mentions in press and media 17
| Date | Title | Description |
| 15.12.2025 | Via Acquires Downtowner | Via, a NYC-based provider of technology to power public transit networks, acquired Downtowner, a transportation technology company specializing in public transit solutions for Destination Cities. The amount of the deal was not disclosed. Wi... |
| 15.12.2025 | Workbooks Receives £16.6M Investment From BGF | Workbooks, a Reading, UK-based provider of a mid-market SaaS platform for sales, marketing, customer support and commercial operations, received a £16.6M investment from BGF. The company intends to use the funds to expand its product develo... |
| 15.12.2025 | Link Cell Therapies Raises $60M in Series A Financing | Link Cell Therapies, a San Francisco, CA-based oncology cell therapy company, raised $60M in Series A funding. The round was led by Johnson & Johnson, through its corporate venture capital organization, Johnson & Johnson Innovation ... |
| 04.11.2025 | 2025 Priorities and 2026 Vision John Cheney, CEO of Workbooks lays out his priorities to close out 2025 and dominate 2026 | As the end of the year looms, business leaders are scrambling to close out 2025 strong while setting the stage for 2026 and beyond. For John Cheney, CEO of CRM provider Workbooks, the final quarter is about scaling up operations, integratin... |
| 16.04.2024 | People prefer support from humans over AI when implementing CRM | A survey from CRM solution provider Workbooks finds participants voicing their strong preference for human support over AI-powered solutions. This not entirely surprising result shows that while AI-powered support may offer efficiency and c... |
| 22.04.2022 | SMEs more ready to switch their CRM providers post-pandemic | More small and medium businesses are prepared to switch their CRM provider than five years ago, according to a new report. The study from Workbooks of over 200 SMEs finds the most common reason for wanting to change is a 'poor fit to our ne... |
| 30.08.2012 | Workbooks.com joins forces with schools to fill ICT knowledge gap | Ian Moyse appointed to School Speakers programme as technology expert 30 August 2012: With over 1 million young people aged 16-24 currently out of work[1] and a fall in university applications this year, Workbooks.com is working with school... |
| 03.07.2012 | Workbooks.com Guarantees Success For SME CRM Projects | Cloud CRM software provider guarantees return on investment 3 July 2012 - Workbooks.com, a web-based CRM provider for SMEs, has turned CRM investment on its head, with a new approach that guarantees success. Customers pay half project fees ... |
| 24.04.2012 | Workbooks sales director recognised as global channel SMB influencer | 24 April 2012: Ian Moyse, Workbooks sales director, has been recognised by SMB Nation on the Worldwide SMB 150 Channel Influencers List for 2012. Ian was nominated in the ‘Experts’ category for his relentless work promoting and educating ch... |
| 27.03.2012 | Over half of UK SMEs fail to embrace benefits of business software | Reading, UK - 27 March, 2012 - More than half of small sized firms in Great Britain do not use any business application software which could help them run efficient organisations. Research published today by Workbooks.com and conducted onli... |
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