Workbooks is a cloud CRM and business management platform for midsize businesses, with customisable functions for sales, marketing automation, reporting and forecasting, sales order processing, project management and AI features within the CRM. The vendor also provides implementation services, including a short onboarding programme called JumpStart. The product is offered as an online service, and according to the website the platform is tailored to each organisation's processes through a scoping workshop.
Workbooks is a UK business with an office in Reading, and the website also lists a US office under the name Workbooks Online Inc. The site mentions an investment by BGF, a UK growth investor, but does not state the majority owner or the legal name of the UK company. The website does not say where customer data is hosted, does not describe an EU data-residency option and does not publish a data processing agreement. It refers to the GDPR in general terms and shows an ISO certification badge. It is not offered as open source.