Deciding which CRM to pick?

If you’re using Salesforce,
you could be spending less

So many people feel stuck with their CRM because they think it’s too expensive to move.

But our price difference makes it possible.

With the savings you can make from shifting to a more affordable CRM like Workbooks (up to 70%), it’s easy to justify the move.

And with our Shared Success team of consultants, we make the implementation as smooth as possible.

If you’re finding Salesforce complicated, you might find Workbooks easier to use

The key difference between Salesforce and Workbooks? Our software and support are specifically created for midsize organizations. That means we don’t expect you to buy more functionality than you need. And we don’t try an upsell modules or packages.

So, if you’re part of a midsize business and want an affordable, customized CRM – think about Workbooks.

If you’re looking for hands-on support, Workbooks is
here to help

If you’re looking for a CRM provider that’s hands on with your implementation and offers support as your organization changes, then Workbooks is the right choice for you. Our Shared Success workshops make sure you’re getting the most from your CRM.

Why customers move from Salesforce

“We thought it would be good to look at the market again. Salesforce was working ok for us, but this was a much bigger project, so we wanted to be certain we had the best solution. We went out to the market and looked at various comparison sites and reviews. We called vendors in. And we narrowed it down to Salesforce, a Microsoft product and Workbooks. What we found is that the support at that stage and the interest we were getting from Workbooks and the process of deciding what was best for us was a different experience with Workbooks. It was much better.”

Sales & Marketing Director Rob O’Connell - Russell Finex