CRM Software

 Web based CRM software for small and medium sized businesses

Workbooks web-based CRM software provides small and medium sized businesses with a powerful suite of easy-to-use and intuitive CRM and Business applications. Our CRM solutions are completely customisable, and can be tailored to meet the specific requirements and processes of your business. 

Featured Case Study

Northdoor Case Study

IT & Telecommunications

As Workbooks is a hosted solution, our fully featured Web Based CRM Software can be accessed quickly and securely from any web browser. From any location users are able to access all their data, in real-time. 

Workbooks CRM Software is designed to provide SME’s with a joined-up approach, meaning our CRM software can help streamline your entire business, increasing productivity and performance through efficiency gains. Our CRM software delivers our customers business application to help them execute more effectively, provide management information so they can make more informed decisions and ultimately build a more successful organisation.

With our CRM Software you are able to join-up sales, marketing and customer services to enjoy one, consistent view of your customer engagement. Unlike traditional CRM software, Workbooks’ functionality extends to include Sales Order Processing, Purchase Order Processing, Invoicing and Credit Notes and Contract Management, without the requirement for third-party solutions. With access to such a breadth of real-time management information our customers are able to make better business decisions, more quickly.

At Workbooks, we don’t just sell you CRM Software, we sell you an ongoing, fully supported service. Our service delivery team are here to provide you with all the information and strategic advice needed to correctly migrate, install and roll out your new CRM software. Beyond your implementation of Workbooks CRM software, our support team are here to provide you with the support to help you get the most from your CRM Software.