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


  • Online Lead Capture
  • Lead Management
  • Campaigns & Events
  • Marketing Automation
  • Dashboards & Analytics
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  • 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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How to align sales and marketing to achieve business success.


Building a business case for CRM - 10 step guide for small and mid-sized businesses.


Turn website visitors into sales & gain actionable insight 

Web Insights is a lead generation tool that identifies your website visitors and tracks what they are looking at (pages viewed). 

What people are saying about Workbooks CRM

Sourced from G2 Crowd.

Connect Workbooks with your everyday applications.

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