List of Workbooks CRM Customers
Workbooks Online
Unit 9 Suttons Business Park Sutton Park Avenue,
Reading, RG6 1AZ,
United Kingdom
Reading, RG6 1AZ,
United Kingdom
44 11 8303-0100
Professional Services
40
$5M
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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Sally Beauty UK | Retail | 2000 | $180M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2014 | n/a |
In 2014, Sally Beauty UK implemented Workbooks CRM, a cloud-based CRM to manage its growing field sales teams supporting commercial salons and training colleges. The deployment was driven by the need to centralize sales activity for a wholesale retail business that distributes more than 4,000 hair and beauty products.
Workbooks CRM was configured to deliver core CRM functionality including email management, contact and meeting tracking, and quote creation, accessed through a web-based user interface to promote rapid user adoption. Configuration choices emphasized an intuitive UI and self-service customization so internal administrators could adapt workflows with minimal external training or ongoing IT overhead.
The implementation included synchronization with the Outlook client to ensure emails and calendar items remain aligned with CRM records, supporting remote and field-based sales workflows. Initial operational scope covered two remote sales teams, with plans to consider adding the Sales Support Team to extend internal workflow automation and improve customer service processes.
Sally Beauty UK migrated from Sage CRM after evaluating multiple vendors, and retained responsibility for customisation and system maintenance to keep administrative costs low. Company leadership stated confidence that Workbooks CRM will improve sales team effectiveness and provide the management reporting required to manage and achieve sales targets.
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Sally Salon Services | Retail | 1602 | $197M | United Kingdom | Workbooks Online | Workbooks CRM | CRM | 2014 | n/a |
In 2014, Sally Salon Services implemented Workbooks CRM to manage its growing field sales teams and centralize sales activity in a cloud environment. The company had previously selected SageCRM during its vendor review, and chose Workbooks CRM to provide a cloud based front end for remote sales operations and quote management.
The implementation focused on core CRM capabilities, provisioning modules to manage emails, contacts, meetings and quotes within a single system. Workbooks CRM was configured to emphasize an intuitive user interface to drive adoption and to enable internal administrators to customise record layouts, workflows and management reports without heavy IT intervention.
The deployment used a cloud architecture with synchronization to the Outlook client to support email and calendar workflows for remote sales staff. Workbooks.com positioning indicates the platform can extend to order management, invoicing and supplier management, creating a pathway to expand operational scope beyond sales if required.
Governance and operational ownership were established for internal system maintenance, reflecting a deliberate choice to minimise on going administrative and internal IT costs. The rollout targeted two field sales teams with the option to add the Sales Support Team later to streamline internal workflows and improve customer service processes.
Sally Salon Services expected Workbooks CRM to improve the effectiveness of its sales teams and the quality of management reporting, while reducing ongoing administrative cost burdens. The implementation narrative ties the company, Workbooks CRM, CRM category and frontline sales functions into a consolidated cloud CRM deployment.
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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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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Workbooks CRM Coverage
Workbooks CRM is a CRM solution from Workbooks Online.
Companies worldwide use Workbooks CRM, from small firms to large enterprises across 21+ industries.
Organizations such as Sally Salon Services, Sally Beauty UK, Flexipol, Bic Innovation and Lapsafe are recorded users of
Workbooks CRM for CRM.
Companies using Workbooks CRM are most concentrated in Retail, Distribution and Professional Services, with adoption spanning over 21 industries.
Companies using Workbooks CRM are most concentrated in United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Workbooks CRM across Americas, EMEA, and APAC.
Companies using Workbooks CRM range from small businesses with 0-100 employees - 62.5%, to mid-sized firms with 101-1,000 employees - 12.5%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 0%.
Customers of Workbooks CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Workbooks CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.