Company News

New Release - August 2016

We are pleased to announce an update to Workbooks that adds many useful features that you, our customers, have requested.  

Workbooks is being upgraded

PLEASE NOTE: The Workbooks service will be intermittently unavailable between 02:00 am - 04:00 am EST time, on Saturday 13 August 2016. If you log into your database on Saturday, you may get a message informing you that your database is being upgraded. Your database should be available for use within approximately 30 minutes of receiving the message.
The update includes the following:

Workbooks Wisdom - July 2016

Words of Wisdom is a monthly bulletin which brings you tips and tricks to enable you to complete your day-to-day role with ease. To access this and previous bulletins, please use the Bulletins option on your Start menu.

Reducing Your Storage Usage

Your Workbooks database will inevitably grow over time, but there are a few things you can do to use your allowance more efficiently.

Firstly, if you aren't aware how much you are using, we've made this easy for you to check by going to Configuration > Database > Storage Usage. This shows you a summary of your usage split by the area and should give you a good indication of where your problem areas are.

Once you know this, you are best equipped to start reducing this down. Our forum post 'Reducing your storage usage' runs through ideas for how to do this!

Reporting Tips and Tricks wins Best Sales & Marketing CRM Provider 2016 at BESMA are delighted to announce they have won Best Sales & Marketing CRM Provider 2016 in the British Excellence in Sales & Marketing Awards (BESMA). BESMA is organised by the Institute of Sales & Marketing Management (ISMM) – the UK’s largest professional sales body.

John Cheney, CEO of commented: “Effective CRM is key for any business and a system to effectively co-ordinate both sales and marketing is crucial. We are very pleased to have won the award for The Best Sales & Marketing CRM provider. Awards like BESMA secure our belief that we are delivering solutions that our customers really need.”

Workbooks shortlisted in Network Computing Awards CRM Product of the Year 2016 today announced that its CRM system has been shortlisted as a finalist for CRM Product of the Year 2016 in the Network Computing Awards for the 4th year running. is one of only 8 vendors to be shortlisted for this award alongside companies such as Salesforce, SugarCRM and Sage.

The Network Computing Awards have been running since 2007 and were set up to recognise the IT solutions and the companies helping organisations function better by getting the most out of their networks.

To vote for Workbooks, please click here, complete your details and select Workbooks in the category for CRM Product of the Year and Submit!*

Workbooks introduces Workbooks 4.7 – With a New Year comes a New Release

Workbooks are pleased to announce Workbooks 4.7 – the latest release of their award winning CRM platform.

Following from customer feedback this update includes many new features including multi-lingual capabilities, Zapier app integration, data management and reporting enhancements.

Multi-lingual support

To support our international clients with offices around the world, Workbooks has added multi-lingual functionality to their CRM platform. Translations for French, German, Spanish and English American are provided in this release, the platform can support any other languages, including multi-byte character sets. Addition translations will be provided based on customer demand. Translation support enables clients to use different languages for field names, record names and also values held in pick lists and data tables.

Workbooks CRM named a 2016 Top Rated CRM Platform by Software Users on TrustRadius

Ranking Based on 1,000+ in-depth reviews and user ratings is pleased to announce that Workbooks CRM has been named a Top Rated CRM platform for a second year in a row by software users on TrustRadius, the most trusted peer review site for business software.

John Cheney, CEO, commented:

"We are pleased to be named a top rated platform in the Small Business CRM Software TrustMap for a second year in a row! Workbooks CRM is again recognised to be delivering a quality, robust cloud service to customers and one that leads against other CRM vendors where we are often radically more cost effective. We have delivered a consistently high availability to customers since inception and continue to be chosen over big name brands for our quality of service, breadth of function and affordability.

Words of Wisdom - January 2016


New Year... New Workbooks

As some of you may have noticed, there have been quite a few changes made to Workbooks over the weekend. At Workbooks we decided to skip the Pigs in Blankets, Mulled Wine and all of Santa's goodies so that we could document the changes in as much detail as possible. We'll focus this Words of Wisdom on what you can now do.

The standard Red - Amber - Green system is widely used across businesses, roads, and even railways to ensure that things work how they should.

Some users may remember a recent blog post on how using a RAG system can help to track customer satisfaction and use the "traffic light" method to identify customers at risk, or potential areas of growth for your business. With the new release, you can really bring your reports to life.

Workbooks Release - 4.7. Launching 9th of January 2016

We are pleased to announce an update to Workbooks that adds many new features which we hope you find useful, along with several performance improvements.

De-duplication and Merging

We have added a capability which will highlight duplicate Organisations or duplicate People records. Having identified duplicates, users with the new capability will be able to merge the records, choosing which record to retain and which values from the duplicates to merge into the retained record.

The duplicate records will then be deleted. The capability has been given to System Administrators only – they can then decide which other users should also be able to use this functionality. For more information, click here.