List of Workbooks CRM Customers
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United Kingdom
Since 2010, our global team of researchers has been studying Workbooks CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Workbooks CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Workbooks CRM for CRM include: Sally Salon Services, a United Kingdom based Retail organisation with 1602 employees and revenues of $197.0 million, Sally Beauty UK, a United Kingdom based Retail organisation with 2000 employees and revenues of $180.0 million, Flexipol, a United Kingdom based Distribution organisation with 150 employees and revenues of $34.0 million, Bic Innovation, a United Kingdom based Professional Services organisation with 20 employees and revenues of $5.0 million, Lapsafe, a United Kingdom based Manufacturing organisation with 28 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Workbooks CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Workbooks CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bic Innovation | Professional Services | 20 | $5M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2022 | n/a |
In 2022, Bic Innovation implemented Workbooks CRM to manage client engagement and web lead capture. The deployment uses Workbooks Online as a cloud SaaS instance and is surfaced on the company website to capture inquiries and route them into the CRM. Workbooks CRM centralizes contact records, activity history, and opportunity tracking for a compact professional services firm of roughly 20 employees, with configuration choices favoring lightweight setup over heavy customization.
Configured modules include contact and company records, opportunity pipeline stages, web-to-lead forms embedded on the website, and activity and task management to support sales and delivery workflows. Operational coverage focuses on sales, pre-sales and client delivery functions, with a single administrative governance model handling user provisioning, access controls and workflow rules. Reporting and list segmentation are implemented inside Workbooks CRM to support ongoing client outreach and account management activities.
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Flexipol | Distribution | 150 | $34M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2020 | n/a |
In 2020, Flexipol deployed Workbooks CRM to support customer engagement and sales operations, using the Workbooks CRM instance directly on their public website for lead capture and customer interaction. The deployment aligned with the CRM category and targeted commercial teams within the distributor, reflecting a SaaS delivery model provided by Workbooks Online and surfaced through web-based forms and customer portals on Flexipol.co.uk.
The Workbooks CRM implementation emphasized core CRM capabilities, including contact and account management, opportunity and pipeline tracking, activity logging, and dashboard reporting. Configuration work focused on web-to-lead capture flows embedded on the website, custom fields and workflows to match distribution sales processes, and role-based access controls to separate sales, marketing, and customer service functions.
Operational scope covered UK-based sales, marketing, and support teams across Flexipol’s distribution business, with a centralized CRM administration model to manage data quality and user provisioning. Governance included staged user onboarding and standardization of sales stages and activity hygiene, enabling consistent CRM usage across departments while preserving a cloud-hosted architecture and web-integrated lead intake.
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Lapsafe | Manufacturing | 28 | $5M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2014 | n/a |
In 2014, Lapsafe implemented Workbooks CRM, deploying the Workbooks CRM cloud application to support customer interaction and sales processes for the manufacturing business. The implementation uses Workbooks CRM on their website to capture inbound leads and to maintain a centralized customer record for web-originated enquiries.
The deployment focuses on core CRM capabilities such as contact and account management, sales pipeline tracking, and web lead capture configured for a 28 employee UK manufacturing operation. Governance and operational ownership are organized between sales and operations, standardizing inbound web form handling, lead assignment workflows, and opportunity stage definitions across the organization.
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Retail | 2000 | $180M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2014 | n/a |
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Retail | 1602 | $197M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2014 | n/a |
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Professional Services | 4 | $1M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2021 | n/a |
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Professional Services | 10 | $1M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2019 | n/a |
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Professional Services | 40 | $5M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2009 | n/a |
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Buyer Intent: Companies Evaluating Workbooks CRM
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