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CRM and marketing automation

Like Batman and Robin, CRM and marketing automation are the dynamic duo that put the power into your marketing strategy. Automate data capture. Nurture prospects and customers. And eliminate silos between sales and marketing teams.

One login for all functionality
Improve ROI
Respond faster to opportunities
Track your campaign success
Book a demo CRM plans and pricing
CRM and marketing automation
Why you need it

What is CRM and marketing automation?

Connect your CRM and marketing automation to get clear visibility of your data from the moment an opportunity comes in to campaign performance reviews.

  • CRM: Track all interactions with prospects and customers. Manage your sales pipeline and customer communications.
  • Marketing automation: Manage and automate all of your marketing tasks like email workflows, segmentation and personalization.

With Workbooks' No-BS CRM and marketing automation it's simple to drive sales and marketing success.

Book a demo CRM plans and pricing
Features

Why integrate CRM and
marketing automation?

Sync and segment contacts

Sync and segment contacts

Segment your data for campaigns using customizable groups.

  • Store contact details, company details, and pain points   
  • Segment leads based on location, preferences, purchase history  
  • Segment your audience in any way you need using customizable groups 
  • Create journeys specific to your segmented groups 
Build automated customer journeys across all channels 

Build automated customer journeys across all channels 

Save time and never miss an opportunity with automated email workflows that get sent out when a trigger takes place - like someone reading your content.

  • Easily create workflows with a drag and drop journey builder 
  • Map actions that trigger emails and create unique journeys for all kinds of customers – quickly respond to abandoned baskets or form submissions 
  • Include email, direct mail, SMS and WhatsApp within customer experiences 
Create a personalized microsite

Create a personalized microsite

Drive conversions and improve the way you track campaign success with your very own microsite.

  • Send emails that link to your microsite to track opens and clicks 
  • Build customized, branded landing pages – without needing a designer 
  • Use your CRM data to tailor your communications 
Set up web tracking and lead scoring 

Set up web tracking and lead scoring 

Track conversion rates, page visits, and set up timelines to track data on who’s visiting your site. 

  • Score leads based on interactions like page views and email clicks
  • Set high-value and goal URLs so sales teams can prioritize engaged prospects 
  • Get accurate statistics with NHI/BOT detection that filters out BOT traffic
Run reports to track your success

Run reports to track your success

Check out your CRM and marketing performance in one dashboard. Report on campaign metrics like open rate, click-throughs, and conversions.

Here are some examples of the reports you can run:

  • See how many deals you closed and from which campaigns
  • Identify unassigned leads
  • View new opportunities by month, by campaign
  • Highlight where there’s excess stock 
  • Track webform submissions so you know which content is performing best 
Book a demo

We're recognized by G2 as a High Performer in the UK and US.

What are the benefits?

Book a demo CRM plans & prices
1

One login for all functionality

With the Single Sign-On (SSO) feature you only need one set of login credentials for your CRM and marketing automation.

2

Respond faster to opportunities

Act quickly with a database of customer and sales info and automated workflows.

3

Improve ROI

Deeper insights into your audience and the tools to automate and personalize journeys makes it much easier to boost engagement.

4

Track your campaign success

Track the impact of your marketing efforts and refine your strategy ahead of competitors with predictive analytics.

Pricing

Get a custom quote

One size doesn’t fit all when it comes to marketing automation. Tell us how many user licenses, sends and contacts you’ll need, and we’ll create a quote for you.

Get in touch

“Our marketing team can run campaigns including things like trade shows and the obvious things like email shots. They go as far as tracking costs and looking at the return on investment for each one which is great.”

Rob O’Connell, Sales & Marketing Director, Russell Finex
Check out the case study

Frequently Asked Questions

Are CRM and marketing automation on one platform?

Workbooks have combined the power of their CRM with Force24’s marketing automation to bring you one log in for all the functionality you need.  

How much does it cost?

You can check out our CRM package prices here. Prices for marketing automation can vary based on how many sends, contacts, and licenses you need, so we find the best way to share pricing is to give you a custom quote. Get in touch here to get one from our team. 

What is bullsh*t CRM?

Long implementations. Pricey software. Slow support. Tactics to get you to spend more.

Inflated and hidden costs
Paying for unnecessary features
Slow implementations
Complicated UI
No customization
Poor customer comms
Capped functionality
Unreliable apps
No phone support
Excessive functionality
No consultancy before signing
Under scoped implementation
Complex pricing editions
No UK or US support
Poor training
Hard to cancel
No co-funded implementation
Expensive price hikes
Slow response times
Poorly implemented software
Read our guide to honest CRM pricing

Want to see Workbooks in action?

Check out our demo (no info needed to get started) or sign up for a free trial to uncover the benefits.

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