Workbooks CRM – Our New Strategic Partner
Who are Workbooks?
In today’s fast-paced business world, managing customer relationships effectively is not just important, it is essential. Workbooks is the UK’s largest independent Customer Relationship Management (CRM) provider, helping businesses take control of their customer relationships, streamline operations, and drive growth.
With Workbooks, businesses do not just manage data; they unlock the full potential of every customer interaction.
What do Workbooks specialise in?
Workbooks is more than just a CRM - it is a powerful all-in-one business platform designed to go beyond customer management. Their core services include:
• CRM - build stronger, smarter customer relationships
• Marketing Automation - reach the right people at the right time
• Project Management - keep your projects on track
• Order Management & Fulfilment - streamline sales and delivery with ease
• Invoicing & Supplier Management - simplify your finances and supplier workflows
Why Choose Workbooks?
What makes Workbooks stand out? They do not just sell the software; they own the entire experience from start to finish. Workbooks are unique in the CRM market in that they provide and support their platform directly, becoming a true partner in your success.
This ensures they can help:
•Tailored for you: Workbooks collaborates closely with your team to define what success means and tailor the platform to your specific needs
•Seamless integration: whether it’s refining your data, building custom workflows, or connecting to your existing systems, Workbooks ensures everything works together smoothly
•Unmatched support: their dedicated team supports you every step of the way, before, during and long after implementation, which explains their incredible customer retention rate of over ten years
Do not just take our word for it—TechRadar ranked Workbooks as the number one CRM for midsized businesses in 2025
Aston Shaw x Workbooks
At Aston Shaw, we use Workbooks to manage our client relationship strategy. They have helped us transform the way we manage our client relationships
Moving from clunky spreadsheets to a sophisticated, user-friendly platform has brought all our sales, marketing, and client data into one place
The result? Greater visibility, smarter decisions, and better service. Workbooks did not just streamline our processes; it transformed how we connect with our clients
Contact Us
Want to learn more about our partnership with Workbooks? Please email referrals@astonshaw.co.uk and we will connect you with a Workbooks advisor who can help.