Telephone: +44(0)118 3030 100
Free Trial Image

Mid-Size Business

Workbooks.com delivers a suite of enterprise-class web-based applications designed for mid-size businesses that are ready-integrated.

Together, the Workbooks.com suite of applications deliver comprehensive yet cost-effective CRM and Business solutions that provide the platform to:


Powering Strategic Decisions


The Workbooks suite of ready-integrated CRM and Business applications give you the tools to manage your business effectively. It gives company leaders real-time visibility of company Key Performance Indicators (KPIs); creating a strong foundation for well-informed decision-making. It also provides a framework for risk management and control. Workbooks.Com solutions improve staff productivity and help to reduce the costs of running your business.

Real-time Visibility of KPIs

Good company leadership relies on up-to-date and accurate business information. With Workbooks, it is simple to view summary management information on specific business areas and - on a mouse-click - access more detail. Including:

    • What business will we close this month, next month, this quarter or fiscal year?
    • Which sales people are - or are not - reaching their quota?
    • Do we have enough leads? Where are they coming from?
    • Do we have too many leads? Do we need more sales people to realise these opportunities?
    • Are we getting a return on marketing investments?
    • Which marketing activities result in the most leads?

 Greater Collaboration

The Workbooks suite of applications - built on the WorkbooksONE™ technology platform -  is designed to work across all areas of the business; with different access permissions based on job roles and/or job functions. This delivers greater inter-departmental visibility and encourages collaboration between different teams such as sales, sales operations, marketing, customer service & support and finance.

The sales force automation capabilities of Workbooks CRM drive efficiencies in the sales teams of mid-sized businesses and helps to reduce sales cycles. Accessed from any device with an internet connection, it's designed to free sales teams from manual, time-consuming processes and to help them avoid common pitfalls.

Workbooks CRM provides real-time dashboard data on sales forecasts, pipeline and performance . It speeds up quoting and sales ordering processes to get you to revenue faster.

Designed to think like a successful sales manager, Workbooks CRM  is quickly adopted as a winning sales tool.

It is easy to learn and quick to use. In sharp contrast to CRM solutions that are often little more than a note of activity recorded after-the-event; the sales force automation within Workbooks CRM means it quickly becomes a proactive and valued member of any sales team.

Workbooks drives marketing best practices for medium-sized organisations to improve efficiencies in marketing planning and activity execution. And to measure and maximise return on marketing investments.

Accessed from any device with an internet connection, it's designed specifically to free marketing teams from hugely manual, time-consuming processes - and in doing so dramatically increase productivity.

Workbooks CRM follows the marketing process from campaign creation through delivering targeted and branded bulk emails to lead generation and onward to opportunity creation- lead source can be followed right through to order and invoicing allowing you to know where your marketing budget is most effective.

It's a marketing system that works like a marketer.


Uniquely designed to give businesses the ability to enforce purchase order controls quickly and simply, Workbooks drives efficiencies in supplier order management. Customers use Workbooks to:

  • Manage expenditure effectively by enforcing budget controls, improving the visibility of supplier orders raised, and providing management reporting on expenditure.
    • Consolidated expenditure reporting.
    • Supplier purchase order history.
    • Tracking of marketing investments.
  • Allow approved employees from all departments to raise supplier order requests online quickly and easily.
  • Reduce the paperwork associated with ordering through the electronic creation, sending and storing of supplier orders.
  • Simplify supplier management.
    • Setting up of new supplier accounts.
    • Agreeing and managing credit terms.
    • Supplier purchase order history.

CRM for marketing. CRM for Marketing

CRM for sales. How can CRM help my sales?

CRM for helpdesks. CRM for Help-desks

Can CRM help my admins? Can CRM help my Admin?

Marketing Sales Customer Service Data Marketing Sales Finance & Admin Customer Service Marketing Finance & Admin Customer Service Data Marketing Sales Finance & Admin Data Sales Finance & Admin Customer Service Data Workbooks CRM Professional Edition Workbooks Business Edition Notes and Attachments Dashboards Quotations Quotes to Invoice Custom Fields Outlook Marketing ROI Customer Data Web to Lead Survey