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A CRM designed with your business needs in mind
Every business is unique. That’s why, with Workbooks CRM, you don’t just get software – you get a partner. View data in real-time, deliver exceptional service, and grow your business more easily than ever before.
Unlock a more unified view of your business
From marketing and finance to sales and customer service, bring your entire organisation together through teamwork and collaboration.
Real-time insights into your clients
Take action confidently with the real-time insights you need to make better decisions, faster, with an accurate overview of your data and metrics.
Optimise performance and workflows
Make the most of your time and money by continually improving the way you work. Manage your day-to-day workload and ensure milestones are hit on time.
Grow long-term revenue sustainably
Give customers the best experience possible by putting them at the heart of your business and build lasting, profitable relationships.
See why our customers love us
Overall, Workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. This tool has helped me to organise and bring out more details from that. The account management and forecast have really helped me with planning.
Workbooks was head and shoulders above the hundreds of ‘me-too’ CRMs in terms of capability. The level of engagement from the Workbooks team is refreshing…The majority of our revenue now comes from Workbooks, and it is the product we lead with.
Streamline your CRM journey from start to finish
Workbooks is a simple, yet powerful, all-in-one solution that works with you to achieve your business goals,
all the while lowering cost and risk.
Account management
Build strong relationships and get a 360° view of all customer interactions. Track activities, up-sell opportunities, and identify “at-risk” customers.
Pipeline and opportunity management
Monitor the progress of every opportunity and improve your pipeline’s quality by measuring effectiveness and how well it converts.
Targeting/segmentation
Build more complete records of your ideal customer in order to gain insights and deliver value through more targeted and effective activities.
Marketing automation
Create leads, increase conversions and strengthen customer relationships with fully integrated marketing software.
Customer support
Automatically create, assign, and prioritise cases. Track all issues in one place and synchronise with apps like Outlook, Office365, or Google.
Order management
Improve order creation, processing and fulfilment for the best experience possible. Sync with finance and ERP systems for maximum visibility.
Achieve CRM success with Workbooks
Workbooks CRM connects your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based solution.
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