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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
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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

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.