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Web Based CRM for SME Image

Workbooks CRM and Business Applications for small and medium sized businesses

Simple to use and quick to implement, so you will be up and running in no time.

 

  • From as little as £19 per user
  • No hardware, no software, no hassle
  • Feature rich web interface
  • Guaranteed service level agreement
  • Easy to customise
  • Online and 100% secure
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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
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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

Next Generation CRM

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.

Unlike many other CRM solutions, Workbooks is intuitive and simple to understand. Workbooks provides a ‘windows-like’ desktop interface with advanced features, such as sorting, grouping and filtering.

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  • Activities & Reminders

  • Store Notes & Attachments

  • Organisation and People Management

  • Instant Quotations

  • Custom Fields

  • 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