Customer Intelligence

Workbooks CRM Customer List

Get actionable technographic data on companies using Workbooks CRM. Enhance lead generation, precision targeting, GTM strategy, and competitive analysis to improve sales and marketing efficiency.

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Workbooks CRM

Contact & Quick Info

Sic Code : 7372
Product Name Workbooks CRM
Category Cloud CRM & Business Applications
Customer Range Small and Medium-Sized Enterprises (SMEs)
Data Updated ● 2026-05-22
2,000+ organizations
Companies using Workbooks CRM
$40B - $55B (Mid-Market CRM)
Market size
1.5% (Global) / 8.5% (UK Mid-Market)
Market share
0.82
Adoption rate
Company Overview

About Workbooks CRM

Workbooks CRM is a cloud-based customer relationship management platform that helps businesses manage sales, marketing, customer service, and operational processes through a unified system.

Strategic Direction

Workbooks continues enhancing its CRM platform with AI-driven insights, workflow automation, and customer data management capabilities to support growing mid-market organizations.


Ideal Customer Profile

Workbooks CRM's ICP

Workbooks CRM primarily serves small and mid-sized businesses seeking an affordable, scalable alternative to enterprise CRM platforms while maintaining strong sales, marketing, and customer service alignment.

Get in-depth insights with counts, firmographics, and technographics data for Workbooks CRM market share.
Market Trends

Workbooks CRM Market Trends

Workbooks CRM is benefiting from growing demand for unified customer engagement platforms that combine sales, marketing automation, customer support, and operational visibility.

CRM Consolidation

Companies using Workbooks CRM increasingly prefer integrated platforms that reduce software complexity while centralizing customer data and business workflows.

Automation Adoption

Organizations are leveraging automated lead management, workflow orchestration, and reporting capabilities to improve sales productivity and customer retention.

Mid-Market Momentum

Demand continues growing among mid-sized businesses seeking enterprise-grade CRM functionality without the cost and complexity of larger CRM ecosystems.

Market Positioning
Market Share

Workbooks CRM vs. Market Competitors

Workbooks CRM competes with platforms such as Salesforce, HubSpot, and Zoho by offering a flexible CRM solution tailored to mid-market organizations.

2026 Strategy Focus

As CRM adoption expands, Workbooks is strengthening automation, analytics, and customer lifecycle management capabilities to support revenue growth and operational efficiency.

Employee Details

Department Leaders

Access verified contact information for key decision makers within the organisation.

VP
Vice President, Products
Product Leadership
Call Email
CTO
Chief Technology Officer
Technology Leadership
Call Email

Unlock all department leaders with verified contact details

Leadership & Team

Key Contacts

Name Designation Call Email
— Locked — VP, Products 1018
— Locked — CTO – Chief Technology Officer 1018
— Locked — CIO – Chief Information Officer 1018
— Locked — VP, Marketing 1018
Unlock the full leadership directory — direct calls & emails — with a DCM subscription.

Strategise Outreach With Deeper ICP Insights

With DCM, you get real-time technographics, firmographics, and buying signals backed by multi-source AI verification so your GTM teams can find the right accounts and drive conversions faster.

Top Customers

Top Companies Using Workbooks CRM

Organizations across technology, professional services, manufacturing, and business services sectors rely on Workbooks CRM to streamline customer engagement and sales operations

Company Industry Country Revenue
Intergence IT Consulting & Digital Transformation world UK Medium
The Security Group Electronic Security & Surveillance Systems world UK Medium-Low
HansaBioMed Life Sciences Biotechnology & Biological Research world Estonia / EU Low-Medium

Relevant Products

Companies using Workbooks CRM also commonly use these platforms in their tech stacks.

Market Breakdown

Customer Distribution

Distribution of the global customer base by industry, geography, and revenue tier.

By Industry
Professional Services 30%
Manufacturing & Engineering 22%
Wholesale & Distribution 18%
Financial & Insurance 12%
Real Estate & Construction 10%

Companies using Workbooks CRM are concentrated in technology, manufacturing, professional services, education, and business services sectors.

By Country
United States60%
USA 15%
Canada 8%
Germany 5%
France 4%
Others 3%

The United Kingdom represents the largest market for Workbooks CRM, followed by growing adoption across the United States, Canada, Germany, and France.

By Revenue
0M-1M 15%
1M-10M 50%
10M-50M 25%
50M+ 10%

The Workbooks CRM users list primarily includes SMBs and mid-market organizations seeking scalable customer management solutions with lower implementation complexity.

Our Methodology

What Makes Our Customer List Different?

Most providers rely on static scraping; we rely on a massive, active ecosystem. DCM’s proprietary engine scans over 3 billion public records annually. Our process is different because it isn't just automated, it’s human-vetted and AI-structured.
We don't just "find" data; we verify it through an 8-stage methodology that includes:

Web-Inspect Webhooks

Real-time scanning of millions of websites for web-based technologies.

Survey-Led Validation

Using email, social, and phone surveys to confirm SaaS and IT hardware installations.

AI-Sorting

Customer List DifferentStructuring raw data into intelligent tech categories so you can filter by specific product versions.

User Community Listening

Tapping into technology user conferences and social communities to find active influencers.

100% Contractual Guarantee

This rigorous "Suspect Tech Data Capture" and verification process allows us to provide a 100% contractual guarantee of technographic confidence.

Intelligence Architecture

Multi-Layered Customer Intelligence

DCM replaces traditional one-pager slides with living data-driven personas that update as your market moves.

Firmographics

Gathering foundational data like industry, company size, and location

Intent & Behaviour

Monitoring live signals like research spikes and webinar attendance

Technographics

Analyzing the current tech stack, integrations, and adoption maturity

Ideal Customer Profile

Building a dynamic persona from repeating technographic and intent patterns

Get Started

Get a Customised Customer List

Access data of customers that fit right for your ICP, enriched with verified contacts, firmographics, technographics, and intent signals.

FAQs

Frequently Asked Questions

Workbooks CRM is a Cloud CRM & Business Applications solution used by Small and Medium-Sized Enterprises (SMEs).
Please contact for the latest ownership, acquisition, and vendor details.
Workbooks CRM holds a 1.5% global market share and 8.5% in the UK Mid-Market CRM segment.