Workbooks
Workbooks: The No-Nonsense CRM provider
Meet the No-Nonsense CRM software for midsize consultancy firms and alternative to providers that overcharge and underdeliver. Voted best CRM for midsized businesses in 2026 by TechRadar, it’s easy to implement and use, combining CRM, AI, marketing automation and project management.
With clear pricing that’s often 50% less than big brands, 10-year customer retention and an offer of a CRM roadmap without committing to buy, Workbooks takes a No-BS approach to CRM.
Workbooks CRM helps consultants:
- Ditch disconnected systems and get a single view of revenue, clients and pipeline
- Spot where margin is being lost and track profitability
- Close the gap between sales and delivery for better scoping and pricing
- Uncover new or missed opportunities with existing clients
- Turn a tough-to-track pipeline into a clear real-time view
- Switch limited insights for simple, real-time tracking
- Make accurate forecasts based on reliable data
We work with many consultancy firms like XPS Group and the Educational Competencies Consortium (ECC) to help them overcome industry challenges.
“Workbooks is a fantastic system with tremendous flexibility to build what you need.” – Patrick McCoy, Head of Advisory, XPS
“Consultants were presenting projects in different ways to clients through Excel. Workbooks gave us a consistent, clear layout and a professional approach for consultants to follow.” – Shani Jackson, Head of Member Services, ECC
