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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.
“I’ve launched a lot of CRM software in my time and moving always feels bit too complicated. I think the stand-out benefit of Workbooks for me, is the implementation process. …
"We were pleased to find a system that could integrate with Outlook. Workbooks enables us to keep a record of all the emails that have been sent to exhibitors and …
"Our organisation is now functioning in a more structured manner and Workbooks has enabled us to modify internal processes and monitor them much easier; from how we process supplier orders …
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