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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 £30 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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Give your sales a boost

Workbooks has aided our growth as a business by enabling us to spend many more hours selling rather than working on administrative tasks…Unbillable ‘time on the bench’ has been reduced by about 10%.

Michael Starnes, Operations Director, EST Marketing Read the EST success story Try it Now

Transform your marketing efforts

Workbooks provides us with a fantastic level of invaluable marketing intelligence that we’ve never had before… I feel like I can fully support our sales team by providing them with the market data, and subsequent campaigns to enable them to successfully close business.

Phil Worms, Director of Marketing at iomart Group Read the iomart Group success storyTry it Now

Streamline your sales order processing

Since we have implemented Workbooks we can, quickly and easily, convert a customer quotation into a sales order and then seamlessly create a supplier purchase order... we can now process orders in half the time.

Lorraine Blackwell, Customer Services Manager, NorthdoorRead the Northdoor success storyTry it Now

Improve the quality of your customer support

With Workbooks…we can offer a better level of service for our clients and keep track of our Service Level Agreements. Workbooks has really transformed the way our business runs and has started to pay for itself.

James Gray, CEO at Taopix Read the Taopix success story Try it Now

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