Workbooks, the "no nonsense" customer relationship management (CRM) platform has secured a £16.6 million investment from BGF. Workbooks is a mid-market platform that goes beyond traditional CRM, bringing sales, marketing, customer support and commercial operations together in one system - helping organisations run smarter and grow faster.
Workbooks serves hundreds of customers across a wide range of sectors in both the USA and the UK. Customers choose Workbooks for its lower total cost of ownership, breadth of capability within a single platform, and the quality of its ‘Shared Success’ onboarding and ongoing support methodology.
The funding will be used to scale go-to-market and product development, with a focus on deepening the platform’s integrated workflow across sales, operations and finance. Workbooks will also build on its growing presence in the US.
