March 3rd 2026 In-person
Workbooks
Join us for an exclusive dinner!
In person
Meet us in Boston
- Time & location
- Who will be there?
- Event sponsor
March 3rd 2026
6:30 - 9:30 pm EST
Mooo Beacon Hill
15 Beacon St, Boston, MA 02108, United States
About Invitees:
This event is designed for senior leaders at business services firms responsible for growth, customer strategy, and digital transformation, this event provides practical insight into how AI-enabled CRM can deliver measurable business impact today—without hype, and with a clear focus on sustainable results.
Meet your sponsor
About Workbooks:
Workbooks is a SaaS-based CRM platform designed for growing businesses that want to run their operations efficiently and build stronger customer relationships.
Its core CRM capabilities go beyond sales, marketing, and customer service to include powerful marketing automation, event management, order and fulfilment management, invoicing, and supplier management. All of this is delivered at a cost typically 50–70% lower than enterprise alternatives such as Salesforce or Microsoft.
Event sponsored by Workbooks
AI-Driven CRM — From System of Record, to Engine of Growth at Business Services firms
AI is no longer an emerging technology; it is rapidly becoming a core component of modern business operations. However, while many organisations are actively testing AI tools, integrating them effectively into CRM systems is still at an early stage.
Recent market research by Workbooks shows that 98% of leaders in business services firms are regular users of AI. Despite this widespread usage, adoption of AI within CRM platforms remains limited. Only 14% of respondents use AI in their CRM to any degree, and just 7% are using more than two AI-driven features.
What the event will cover
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How AI can transform CRM from a passive system of record into a proactive driver of revenue and efficiency
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What you need to know to successfully implement AI-enabled CRM, including smarter sales forecasting, automated customer interactions, improved lead prioritisation, and deeper customer insights
John Cheney
Your Speaker for the session
John is a highly experienced software entrepreneur with over 30 years in the industry, including two decades building and scaling cloud computing businesses across Europe and North America.
He is the CEO of Workbooks, a leading CRM and Marketing Automation platform for mid-size organisations, helping hundreds of companies improve sales performance, marketing execution, and operational efficiency across multiple industries.
John has founded and successfully exited multiple technology companies, including BlackSpider Technologies, which grew to serve over 2,500 organisations globally before being acquired for $40m, and Activis, an award-winning managed security services provider. He has also held senior executive roles following acquisitions, helping scale businesses through rapid growth and major exits.
Boston, MA
Let's get there!
Venue: Mooo... Beacon Hill
15 Beacon St, Boston, MA 02108, United States
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Hayley Doel
Global Marketing Manager | Wolters Kluwer
If you’re looking for new ways to make connections and build pipe, and tired of content syndication, tradeshows, and webinars, then Nic’s team could be a great option for you. Nic is incredibly communicative and driven. He keeps you up to date on prospecting, event logistics, and is super open to feedback on customer profiles and targets. Nic and team are extremely invested in putting on a good event for you and the attendees.
Erik Petit
Head of Field Marketing | Nasuni
As the Chief Revenue Officer of Sekoia.io, I am pleased to recommend Convergex for their outstanding event organization and significant contribution to our business growth. Under the leadership of Nic May and the diligent efforts of Keven Richard, Convergex has become an indispensable partner in our go-to-market strategy.
Cyril Simonnet
Chief Revenue Officer | Sekoia.io
Following my brief for a roundtable targeting ‘CRM for the luxury sector’, Nic’s team was quick to secure a full house of participants matching our ideal Buyer Persona. I was impressed by the speed of cold outreach and their communication cadence with participants. The event host, Andrew, had clearly built rapport with participants in advance, and as a result, facilitated the technology discussion and individual contributions with ease. All participants who attended agreed to a follow-up meeting after the event, so I was delighted to have the opportunity to meet individuals separately. If you’re new to running this type of event, I recommend speaking to the experienced, personable team at Convergex.
Vanessa Hunt
CRM & Marketing Consultant | Vanessa Hunt Consulting Ltd
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