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How can we help you acquire, convert and retain customers?

Marketing

  • Online Lead Capture
  • Lead Management
  • Campaigns & Events
  • Marketing Automation
  • Dashboards & Analytics
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Sales

  • Track Opportunities
  • Manage Pipeline
  • Forecast Accurately
  • Workflows & Approvals
  • Monitor Performance
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Customer Services

  • Unified Experience
  • Support ticketing 
  • Workflows & Automation
  • Service Metrics
  • Profiling & Renewals
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CRM Project - Where do you start?

Simple 3 step guide to kick-starting your CRM project.

Building a Business Case For CRM

How to build a business case for CRM - 10 step guide.

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Optimise the lead generation potential of your website.

Workbooks Web Insights helps you identify website visitors & track pages viewed.

What people are saying about Workbooks CRM

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