"Our mission is simple: to give mid-market organisations an integrated platform that works the way their business works - without the complexity, hidden costs or bolt-ons that often come with alternative providers," he said. "BGF's backing helps us move faster, while staying true to what sets us apart."
"The customer service we receive from Workbooks is exceptional," the customer said. "The team is responsive and proactive, which is something you don't often see today."
BGF completed a £16.6 million minority investment in Workbooks to accelerate go-to-market activity and product development. Workbooks provides an integrated mid-market software platform combining sales, marketing, customer support and commercial operations as an alternative to complex enterprise CRM systems. The platform serves hundreds of UK and US customers across multiple sectors, attracting organisations seeking lower total cost of ownership and reduced implementation risk. Customers praise its wide functionality and a 'Shared Success' onboarding and support methodology that emphasizes long-term partnership and adoption. Funding will deepen integration across sales, operations and finance workflows and support US expansion. Workbooks aims to scale while preserving a customer-first philosophy.
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