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Tailored services

Get more of what you need on your CRM journey.

Workbooks gives you MORE.

We're with you every step of the way – to make sure the solution works for YOU.

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Customer SuccessPlus

We provide 3 Customer SuccessPlus packages to help you maximise the ROI of your Workbooks CRM solution. Customer SuccessPlus also gives you the opportunity to buy additional consultancy days (above the days included in your package) at a reduced rate.

Bronze Silver Gold
SuccessPlus Packages £6,160 £11,840 £16,800
Customer Success Manager
Consultancy Days (inclusive per annum) 8 Days 16 Days 24 Days
Package Day Rate* ** £770 £740 £700
Additional Consultancy Days Rate** £850 £825 £800
Regular Shared Success Review meetings with your CSM Half-year Three per year Quarterly
Strategic Business Review Workshop Annually Annually
* These can be used to book delegates on training courses. ** N.B Workbooks standard Consultancy rate is £960 / day

Other tailored services

GoToWebinar integration


Manage and report on your webinars directly in Workbooks with an integration with GoToWebinar.

On24 integration


Streamline the process of reporting on your webcast delivery and performance, directly in Workbooks with an integration with On24.

Adobe Sign integration


Send quotes, orders and contracts to customers for electronic signature directly from Workbooks with an integration with Adobe Sign.

Xero integration with Zapier


Save time and eliminate re-keying errors by automatically pushing invoices from Workbooks to Xero.

Reporting workshop


Exploit the full power of Workbooks CRM reports and dashboards and track key performance indicators within your organisation.

Workbooks helping hands


Make the most of your Workbooks investment by identifying quick wins: configuration, report writing, automation script development etc.

Advisory packs

From £600

Our advisory packs are broken down into hours which you can use as and when you need them.

GDPR compliance


Leverage the power of Workbooks to track GDPR compliance.


"Our business has become MORE predictable. We make MORE informed decision and we can priorities better. We are back in control."

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"We knew from the get-go that Workbooks was the one. Workbooks was MORE flexible and allow us to work the way we want to!"

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TCMM Shutter Group

"Workbooks has become the platform we run the business on, and the efficiencies and insights that it’s generated have been transformational."

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Ultima Media

"Workbooks formed a core part of our business transformation. It’s enabled us to put customers and data at the heart of our business."

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XPS Pensions Group

"Workbooks was able to provide the CRM best suited to our needs. It has made a real difference, has generated significant revenue and enabled us to run our business MORE efficiently.”

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LLW Repository

"Workbooks has had a MORE positive impact on our organisation than we even hoped for. It’s now the platform on which we’re running most of our business."

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