How can we help you acquire, convert and retain customers?
- Online Lead Capture
- Lead Management
- Campaigns & Events
- Marketing Automation
- Dashboards & Analytics
- Track Opportunities
- Manage Pipeline
- Forecast Accurately
- Workflows & Approvals
- Monitor Performance
- Unified Experience
- Support ticketing
- Workflows & Automation
- Service Metrics
- Profiling & Renewal Management
Connect Workbooks with your everyday applications.
What people are saying about Workbooks CRM
We were able to double our users for the same price we were paying Salesforce.
We chose Workbooks due to the ease of implementation to our business. The customisation was a breeze and allowed us to turn on and off as many features as we needed, we were essentially up and running in a matter of hours.
I love the support I get from the Workbooks support team. They have a really lovely team who respond quickly, which makes them a pleasure to deal with.
Workbooks is exceptionally user friendly compared to other CRM systems that I have had experience with in the past.