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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

Improve your sales and reduce your costs

Because we recognise that making sales is vital to your business, Workbooks is designed specifically to help you close more business, more quickly.

Sales Managers love Workbooks CRM

You will be amazed how quickly you can track your opportunities and understand which deals are going to close and which are going stale.

Use Workbooks CRM to:

You will also know which of your salespeople are performing and those that are not; you can understand the mix of new business vs. existing, what deals generate the most profit - all at the touch of a button.

Territory reviews with your salespeople can be done in no time and reporting on sales progress to the MD will no longer take hours from your day as reports and dashboards are easily created.

Salespeople love Workbooks too.

Keeping track of leads, opportunities and contacts has never been easier. They can even identify what competitor activity is happening in their accounts. They can create quotations and send them directly from Workbooks, they can understand the profitability of their deals and never have to provide their own sales reports - all allowing them to spend more time on customer facing activities that will help win more business.