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Web CRM for Sales Image

Make your sales team more effective and accelerate sales growth

Workbooks give your sales team the tools to become more effective.

 

  • Contact Management
  • Activities and Reminders
  • Outlook Integration
  • Track Opportunities and Pipeline
  • Forecasting and Reporting
  • Quotation Tools and Order Processing
CRM for Marketing Image

Target your marketing investment more effectively

Run marketing campaigns and really measure your return on investment.

 

 

  • Online Lead Capture
  • Google Adwords Integration
  • Lead Management
  • Campaign Management
  • Email Marketing
  • ROI Measurement
Web CRM for Order Fulfillment Image

Move from prospect to cash much more quickly

By Integrating your CRM and order fulfilment into one application you can streamline your business.

 

 

  • Create Sales Orders
  • Track Order Fulfilment
  • Invoice Management
  • Track Bookings and Billings
  • Manage Suppliers
  • Create Supplier Orders
Helpdesk CRM Image

Improve the quality of your Customer Support

Integrate your customer support teams with marketing, sales and finance.

 

 

  • Manage your Customer Calls
  • Priorities and Case Types
  • Log Cases via the Web
  • Customize to meet your needs
  • Email Integration
  • Management and Reporting

Looking at Goldmine?

Get more for your money with Workbooks

Workbooks.com is the fastest growing web-based CRM provider in the UK and is one of the only CRM solution that will take you from Prospect right through to Invoice.

We can deliver a whole host of benefits to your business, helping you to increase your number of sales qualifications, improve lead generation and gain greater visibility of the health of your business.

 

  •  

  • Activities & Reminders

  • Store Notes & Attachments

  • Organisation and People Management

  • Instant Quotations

  • Opportunity & Pipeline Management

  • Export to CSV & Excel

  • Outlook Integration

  • Web-to-lead forms

  • Security Framework

  • Shared Dashboards

  • Marketing Campaigns

  • Product Book & Pricing Schemes

  • Manage Project Delivery with Cases

  • Manage Trouble Tickets with Cases

  • Sales Order Processing

  • Purchase Order Processing

  • Invoicing & Credit Notes

  • No Hardware or Software Required

  • Automatic back-up of your Data