- Workbooks adds AI features like transcription, sales training, and automated data hygiene to your CRM
- Only 16% of UK businesses use AI in CRM, giving early adopters a strong competitive advantage.
- AI adoption expected to surge in 2026, with 59% of leaders planning major investments
Workbooks, the leading CRM platform, has just added Artificial Intelligence (AI) to its CRM tool, promising the automation of repetitive sales tasks, improved data accuracy, and more power for sales teams.
In a press release shared with TechRadar Pro Earlier this week, Workbooks claims that the majority of UK business leaders (90%) use AI regularly, but only 16% integrate it into their CRM. This represents a unique opportunity for early adopters to gain a significant competitive advantage over their rivals.
“The new era of CRM is here,” said John Cheney, CEO of Workbooks. “AI will define the next generation of customer engagement: more predictive, more personalized, and ultimately more profitable.”
The integration of AI into the CRM means that the platform now has some major new features.
This includes Scribe (automated meeting transcription tool that supports Teams, Zoom, Google Meet, GoToMeeting, and RingCentral), Sales Coach (a tool that reviews opportunity data, emails, and call recordings to recommend next steps), Sales Hygiene (uses meeting and email data to generate accurate opportunity registrations), and Research Agent (generates lead profiles and matches them to the ideal customer profile).
AI or the human touch?
“AI shouldn’t replace your sales team, it should empower them,” Cheney added. “Our AI CRM handles the administrative grind that exhausts people, giving them time to build relationships and think strategically.”
Early adopters of AI have seen significant improvements in productivity, especially when it comes to reporting, analytics and operational efficiency, Workbooks says. The company also highlights that organizations that use multiple functions are showing better results, compared to those that only use one tool.
With this in mind, the company believes AI adoption is expected to “surge” in 2026, and backs up those claims with a new “State of AI in CRM in UK B2B Organizations” report it published.
In addition to stating that only 16% of midsize businesses currently use AI in their CRM, it also states that 59% of sales and marketing leaders plan to “significantly increase” their AI adoption next year.
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