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March 5th 2026 In-person

Workbooks

Meet us at The Aqua, NYC

Join us for an exclusive dinner! 

In person

Meet us in NYC

March 5th, 2026
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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

  • How AI can transform CRM from a passive system of record into a proactive driver of revenue and efficiency

  • 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 april 23_-2046-Edit copy (1)

John Cheney

CEO, Workbooks

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.

Reserve your spot today!

Please fill out this short form to confirm your spot for this event. 

New York City

Let's get there!

Venue: Aqua New York

902 Broadway, New York, NY 10010, United States

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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.

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CRM & Marketing Consultant | Vanessa Hunt Consulting Ltd