About Workbooks
Workbooks is a company based in Reading (United Kingdom) founded in 2007. Workbooks has raised $24.86 million across 3 funding rounds from investors including IFU and BGF. Workbooks offers products and services including CRM Software, Project Management, and Marketing Automation. Workbooks operates in a competitive market with competitors including ActiveCampaign, Keap, Copper, Streak and Base CRM, among others.
- Headquarter Reading, United Kingdom
- SectorsTechnology
- Website workbooks.com
- Social LinkedIn X Facebook YouTube
- Legal Name Workbooks Online Limited
- Date of Incorporation 09 Oct, 2007
- Jurisdiction READING, ENGLAND
- Total Equity Funding$24.86M (USD)
in 3 rounds
- Latest Funding Round$22.19M (USD), Series A
Dec 2025
- InvestorsIFU
& 1 more
Products & Services of Workbooks
Workbooks offers a comprehensive portfolio of products and services, including CRM Software, Project Management, and Marketing Automation.
Platform for managing sales, customer data, and analytics for businesses.
Tools for planning and executing projects efficiently.
System for automated campaigns and performance tracking.
Apps and channels of Workbooks
its YouTube channel Workbooks CRM has 224 subscribers and 30 videos.
Videos from Workbooks
The most watched videos on Workbooks's YouTube channel, Workbooks CRM (224 subscribers). Click a video to play it here.
More on Workbooks CRM.
Funding Insights of Workbooks
Workbooks has successfully raised a total of $24.86M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $22.19 million completed in December 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $24.86M
- Total Rounds 3
- Last Round Series A — $22.19M
- First Round $365,498
(Jun 2011)
- Investors Count 2
All 3 funding rounds of Workbooks with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
2 investors in total: 2 institutional.
Investors in Workbooks
Workbooks has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include IFU and BGF.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investment firm | 1967 | ifu.dk | Copenhagen, Denmark | |
Early & Growth stage tech & offline focused VC firm funding companies in the UK & Ireland | – | bgf.co.uk | - |
Investor details for Workbooks
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Workbooks
24 people are tracked at Workbooks (11 in leadership, 1 in board & advisors, 12 in team).
| Name | Role | Group |
|---|---|---|
Morten Larsen | Head Of Demand Generation | Leadership |
Dan Collins | Chief Executive Officer, North America | Leadership |
John Cheney | Chief Executive Officer | Leadership |
Emma Fahey | Head Of Content | Leadership |
James Kay | Chief Technical Officer | Leadership |
Penny Lowe | Senior Vice President, North America | Leadership |
Dan Roche | Chief Marketing Officer | Leadership |
Jamie Horastead | Sales Director | Leadership |
Brendan Crawford | Head Of Client Engagement | Leadership |
Steve Whitehouse | Head Of Software Engineering | Leadership |
Philip Wray | Chief Financial Officer | Leadership |
Phil Lawler | Chairman | Board & advisors |
Alison Jones | Internal Sales | Team |
Megan Cheney | Digital Marketing Executive | Team |
Zaid Rauf | Business Development Executive | Team |
Sam Anderson | Sales Manager | Team |
Jonathan Monahan | Senior Software Engineer | Team |
Kevin Swift | Senior Software Engineer | Team |
Ashley Block | Customer Support Team Lead | Team |
Jehan Clark | US Implementation Consultant | Team |
4 more people are available in the full profile.
Complete people profiles for Workbooks
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Workbooks
3 dated milestones of Workbooks across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Workbooks is founded.
- Funding First funding round of $365K.
- Funding Latest funding round, Series A, of $22.2M.
Competitors of Workbooks
Workbooks operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as ActiveCampaign, Keap, Copper, Streak and Base CRM, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| activecampaign.com | 2003 | Chicago, United States | $362.74M | 705 | Sales, CRM, and email marketing automation software is provided. | |
| keap.com | 2001 | Chandler, United States | $265.18M | 395 | CRM and marketing automation solutions are provided for SMBs. | |
| copper.com | 2013 | San Francisco, United States | $99.5M | 175 | Copper is recognized as a provider of CRM software solutions. | |
| streak.com | 2011 | San Francisco, United States | $2.25M | 22 | CRM integration with Gmail is facilitated for email-based workflows. | |
| getbase.com | 2009 | Chicago, United States | $52.85M | – | Sales productivity and CRM software | |
| nimble.com | 2009 | Santa Monica, United States | $24.55M | 3 | Platform offering CRM software | |
| shore.com | 2013 | Los Angeles, United States | $14.44M | – | Online appointment booking and CRM software are provided. | |
| spiro.ai | 2014 | Boston, United States | $8.5M | – | Cloud-based CRM is provided for small and medium-sized businesses. | |
| dexmedia.com | 2002 | Dallas, United States | – | 3,049 | Digital marketing solutions are offered to small and medium businesses. | |
| bird.com | 2011 | Amsterdam, Netherlands | $1B | – | Cloud-based CRM solutions are delivered for business operations. |
Detailed competitors of Workbooks
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Workbooks
The website of Workbooks (workbooks.com) receives about 67.2K visits a month.
- Monthly visits67.2K
▲ 52.9% vs previous month
Websites whose visitors overlap most with Workbooks. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| sugarcrm.com | 100% | 152.9K | #218,550 | View details | |
| sagecrm.com | 95% | 9.1K | #2,419,271 | View details | |
| salesforce.com | 94% | 96.5M | #420 | View details | |
| reallysimplesystems.com | 90% | 6.3K | #3,112,123 | View details | |
| tactilecrm.com | 84% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Workbooks
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Workbooks
Complete news archive for Workbooks
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Workbooks
10 companies that operate in the same segment as Workbooks (Sales Force Automation), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of AI-powered customer relationship management software | 2005 | Cambridge, Massachusetts, United States | USD 100.7 M | USD 3.13 B | 8,250 | |
Contact databases and sales intelligence are supplied to businesses. | 2000 | Vancouver, Washington, United States | USD 32 M | USD 1.25 B | 3,510 | |
Sales prospecting and engagement tools are offered to enterprises. | 2011 | Atlanta, Georgia, United States | USD 246.48 M | – | – | |
Cloud-based CRM and collaboration solutions are provided for enterprises. | 1999 | San Francisco, California, United States | USD 52 M | USD 37.9 B | 76,450 | |
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
Cloud-based business process management suite solutions are delivered. | 2010 | San Mateo, California, United States | USD 872.56 M | USD 838.81 M | 4,400 | |
Lead management platform with analytics and engagement tools is provided. | 2015 | San Francisco, California, United States | USD 250.42 M | – | – | |
Cloud and AI-based sales enablement platforms are provided for teams. | 2010 | San Diego, California, United States | USD 426.5 M | – | – | |
Business card management software for enterprises | 2007 | Tokyo, Tokyo, Japan | USD 118.47 M | USD 337.55 M | 2,230 | |
Meetings are scheduled via a cloud-based collaboration platform. | 2013 | Atlanta, Georgia, United States | USD 351.51 M | – | – |
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Frequently Asked Questions about Workbooks
Workbooks was founded in 2007 and raised its 1st funding round 4 years after it was founded.
Workbooks is headquartered in Reading, United Kingdom.
Workbooks is a funded company, having raised a total of $24.86M across 3 funding rounds to date. The company's 1st funding round was a Seed of $365.5K, raised on Jun 2011.
Founded in 2007 and based in Reading, United Kingdom, Workbooks operates in the CRM software sector. Web-based tools are provided for small and medium-sized businesses, covering contact and lead management, pipeline oversight, sales forecasting, contract handling, quotation creation, and invoicing. A subscription-based pricing model is utilized. Key clients include Newmarket Holidays and Russel Finex.
Workbooks's top competitors include ActiveCampaign, Base CRM and Copper.
Workbooks offers CRM Software, Project Management, and Marketing Automation.
Workbooks has 2 investors. Key investors include IFU, and BGF.
Workbooks operates through Workbooks Online Limited.