- Workbooks adds AI features like transcription, sales coaching and automated data hygiene to its CRM
- Only 16% of UK businesses use artificial intelligence in CRM, giving early adopters a strong competitive advantage
- AI adoption is expected to increase in 2026, with 59% of executives planning major investments
Top CRM platform Workbooks just added Artificial Intelligence (AI) to its CRM tool, promising automation of repetitive sales tasks, improving data accuracy and more power to sales teams.
In a press release shared with TechRadar Pro earlier this week, Workbooks said the majority of UK business leaders (90%) regularly use AI, but only 16% integrated it into their CRM. This represents a unique opportunity for early adopters to gain a significant competitive advantage over their competitors.
“The new era of CRM is here,” said John Cheney, CEO of Workbooks. “AI will define the next generation of customer engagement: more predictable, more personalized and ultimately more profitable.”
Integrating AI into CRM means the platform now has a few new core 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 records) and Research Agent (generates customer profiles against 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 work that burns people out, giving them time to build relationships and think strategically.”
Early AI adopters have seen significant productivity gains, especially when it comes to reporting, analytics and operational efficiency, Workbooks says. The company also emphasizes that organizations that use multiple functions show better results compared to those that use only one tool.
With that in mind, the company believes that AI adoption is expected to “increase” by 2026, and it backs up these claims with a new “State of AI in CRM in UK B2B Organizations” report it has published.
In addition to stating that only 16% of mid-market companies currently use AI in their CRM, it also claims that 59% of sales and marketing leaders plan to “significantly increase” their AI adoption next year.
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