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Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management.
Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
“With workbooks, not only are we achieving savings on our license fees but seeing more and better functionality. The sales forecasting is way better than what we had with salesforce. …
"If a client sends a query or question to the centralised support email address, Workbooks takes this and automatically creates a case in our Workbooks CRM system."
"Workbooks provided a ‘joined-up’ record of all our customer-facing activity and we were quickly able to see how holding all our data in one place would help in streamlining our …
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