Workbooks offer a SaaS Customer Relationship Management (CRM) solution to run your business and efficiently acquire, convert and retain customers.
Workbooks CRM unites the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360-degree view of customers and the information is accessible at all customer touchpoints. Functionalities extend beyond sales, marketing and customer service to include event management, order management and fulfilment, invoicing and supplier management.
The platform is exclusively focused on addressing the needs of growing organisations that are looking for a feature-rich but affordable all-in-one solution, which can be quickly deployed and don’t require complex technical customisation. Pre-built / configured solutions are also available for specific industry sectors, enabling an even quicker time to value.