Free Trial Image

Products

User InterfaceThe Workbooks Application Suite

Workbooks.Com provides a web-based suite of business applications designed for small and mid-size enterprises (SMEs),  The suite provides a single integrated platform on which to grow and manage your business, providing:


Workbooks CRM Professional Edition


Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.

Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and  boosts productivity by streamlining sales processes including quoting for new business.

The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.



Workbooks Business Edition


Workbooks Business empowers you to move from order to cash more swiftly by adding back-office accounting capabilities to Workbooks CRM.

The solution improves productivity by automating key sales ordering and accounting functions and by using the same customer information as your sales teams.

Workbooks Business reduces sales cycles and minimises credit risk by ensuring greater visibility of customer, supplier and partner financial status throughout the prospecting and order process.


Which Edition is right for me/

Terms of Service

Roadmap

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