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John started Workbooks CRM in 2007. They detail the beginnings of their company in their Starter Story interview: 
Q: How did you get started on Workbooks CRM?
Having experienced firsthand the issues faced by mid-sized businesses through growing several other businesses previously, I saw a gap in the market for Workbooks; a single SaaS platform company can use to run their business. I realized that many systems fail to adequately service mid-market organizations that typically have smaller IT budgets and limited in-house IT teams - but still require depth and breadth in functionality.
In 2018, the management team saw an opportunity to enter the US market. Based in East Hartford, Connecticut, the US operations are led by Dan Collins, an early Angel Investor of Workbooks. Dan is an ex-pat Brit who has lived in the US for over 20 years. Dan is supported by Head of Delivery, Penny Lowe. Penny ensures the US team builds on the implementation best practices she helped develop whilst turning Workbooks into one of the leading CRM providers.
It is important to give something back to the industry you work in and to drive other like-minded businesses to do the same.
Our focus is the Manufacturing and IT sectors, as well as Professional Business Services, where we have extensive experience in tailoring our services to these specific sectors.
Contributors to this article:
- Pat Walls, Founder @ Starter Story