Workbooks CRM—no-nonsense, ready to grow
We help midsize teams get the best from Workbooks. Streamline sales, marketing and service in one platform—configured to your process, adopted by your users, and simple to run.
20-minute plan with practical next steps for your CRM.
No-nonsense CRM for sales, marketing and service
Workbooks is a single, easy-to-use CRM that connects your pipeline, campaigns and support in one place. It’s fast to adopt, clear to report on and built to scale without the fluff.
- One platform for leads, deals, marketing and service—no silos.
- Automation, dashboards and reporting that teams actually use.
- Quick to implement with Flowbird, backed by practical support.
A calm implementation that delivers value sooner
Workbooks gives you a proven CRM base. Flowbird rolls it out without noise—clear stages, focused automation and steady support, so your team stays confident.
Lower risk, higher clarity
Phased plan, simple choices and visible progress keep delivery predictable and transparent.
CRM-first automation
Best-practice templates, AI prompts and data flows drop into Workbooks—ready to use.
Delivered with calm
Senior consultants remove blockers fast, keep momentum steady and avoid burnout.
Clear outcomes, lasting impact
With Workbooks and Flowbird, you get more than a CRM rollout. You gain a team that ensures every step delivers clarity, momentum and confidence—without the noise.
Faster adoption
Your team sees value quickly, with tools that are easy to use and built to match the way you already work.
Better alignment
Sales, marketing and service teams share one no-nonsense CRM, reducing silos and improving collaboration.
Confidence to grow
With automation, reporting and steady guidance, you’re equipped to scale without losing control or focus.
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