- Workbooks adds AI features like transcription, sales coaching and automated data hygiene to its CRM
- Only 16% of UK businesses use AI in CRM, giving early adopters a significant competitive advantage.
- AI adoption 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, improved data accuracy, and more power to sales teams.
In a press release shared with TechRadar Pro Earlier this week, Workbooks reported that the majority of UK business leaders (90%) use AI regularly, but only 16% have 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 predictive, more personalized and, ultimately, more profitable. »
Integrating AI into CRM means that the platform now has some new core features.
This includes Scribe (automatic meeting transcription tool supporting 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 meetings and email data to generate accurate opportunity recordings), and Research Agent (generates prospect profiles and compares them to the ideal customer profile).
AI or human contact?
“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 adopters of AI have seen significant productivity gains, particularly in reporting, analytics and operational efficiencies, Workbooks says. The company also points out that organizations using multiple features perform better than those using just one tool.
With this in mind, the company believes that AI adoption is expected to “rise” in 2026, and it backs up these claims with a new report ‘State of AI in CRM in UK B2B Organisations’ that it has released.
In addition to reporting that only 16% of mid-sized businesses currently use AI in their CRM, it also claims that 59% of sales and marketing leaders plan to “significantly increase” their adoption of AI in the next year.
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