Our Challenges

The WorkbooksONE™ platform of hosted business applications  - Workbooks CRM  and Workbooks Business  - has been developed by a team of entrepreneurs who have successfully built several UK companies. Each time having to deal with the frustrations and limitations of traditional software that did not really meet the requirements of a growing business.

Small Companies with Big Ideas

As the companies we created started small, we couldn't afford integrated business software like SAP or Oracle. We were left to implement standalone applications for each part of our business: Sage or Quickbooks for accounting, Goldmine, Salesforce.com or Act! for sales and marketing.

These standalone applications quickly became ‘islands of information’ with duplication of data and integration between systems complex and costly. We had lots of manual processes to try and ‘plug the gaps’ and found getting management information from the systems a real challenge. This left us with spreadsheet after spreadsheet where we tried to slice and dice the data to measure and manage our businesses.

Costs and Complexities

Alongside the software challenges we also had to hire IT staff, buy servers, manage databases, and worry about resilience of the systems and backing up our data. In general, we had a significant total cost of ownership to buy and maintain our IT business systems.

The Solution

Workbooks Online has been developed specifically to resolve these issues for small and growing businesses. In short, we help you to:

• Win more business.
• Provide great products and services to your customers.
• Keep cash flowing by invoicing and collecting cash on time.