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AI Enabled CRM

Automate the boring, simplify the complex

Discover Workbooks’ AI CRM. Get powerful, practical AI agents that transcribe meetings, coach sales reps, and automate tasks. No hype, just results.

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Automate the boring, simplify the complex

Effortless note-taking

Automatically transcribe calls and create meeting summaries.

Strategic guidance

Get recommendations for next steps and sales strategies.

Enhanced accuracy

Get suggestions to update opportunity records based on meetings and emails.

Prospect insights

Automatically research prospect backgrounds, key contacts, and recent news.

Agents

Meet the AI agents making your sales team work smarter for your business

Turbo Charge your sales team with AI. Workbooks’ customizable AI Agents free your sales team up to focus what’s important: Your customers.

Scribe

Scribe

Sales people no longer need to take detailed notes and manually update your CRM. Scribe does all the heavy lifting.

This agent will join your online meetings and automatically transcribe the call and create summaries for you.

Scribe supports Teams, Zoom, Google Meet, GotoMeeting & Ring Central.

Sales Coach

Sales Coach

Sales Coach reviews all the information on an opportunity, including the related emails and call recordings and recommends next steps.

Provide this customizable agent with details about your sales process, existing customers stories, competitive positioning and common sales objections. It will then highlight areas for you to focus on, recommend relevant case studies and suggest sales strategies.

Sales Hygiene

Sales Hygiene

Have you ever forgotten to add the right products or competitor details on an opportunity record?

The Sales Hygiene agent will make it easier for you, by suggesting the changes you should make based on the meeting recording and email exchanges.

Research

Research

What to understand more about one of your prospects? the research agent will search the Internet for background on the company, identify key contacts and recent news.

Customize the research agent, but telling it what you sell and what your ICP looks like and the research agent will give you a score 1-10 on how good a fit the prospect is.

We're recognized by G2 as a High Performer in the UK and US.

"With Workbooks CRM, a salesperson can look at their forecast in real-time and say, 'these are my projects that are most important right now'. That's made a huge difference."

Rob O’Connell, Russell Finex Sales & Marketing Director

Frequently Asked Questions

What is AI CRM?

Forget the confusing hype. Our “no-bullsh*t” AI CRM is a practical tool that does the boring, repetitive work for you. While traditional CRMs are databases you have to manually update, Workbooks AI listens to your sales calls, drafts summaries, and researches prospects. It’s not magic; it’s a powerful assistant that stops your team from wasting time on data entry and lets them focus on selling.

How does AI actually help my sales team?

It gives them time back and helps them work smarter. Our AI agents automate boring tasks, like manual note-taking and updating opportunities. It then provides practical, data-driven advice based on your own sales process and customer stories. It’s not about flashy, “futuristic” features; it’s about providing real, actionable insights that help your team close more deals.

Will AI replace my salespeople?

Frankly, no. AI should augment your team, not replace them. Our AI tools handle the administrative grind that burns salespeople out. This frees your team to focus on what humans do best: building relationships, understanding complex customer needs, and thinking strategically. Our AI makes your good salespeople great. It doesn’t try to be one.

Explore all core features

CRM reports & Dashboards Sales Order Processing Marketing Automation

Want to see Workbooks in action?

Check out our demo (no info needed to get started) or sign up for a free trial to uncover the benefits.

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