CRM: small business software from Workbooks

Small business software tailored to your needs

If you run a small business, you need small business software specially designed for your needs.

Unlike other CRM vendors, Workbooks.com specialises in supporting businesses like yours with tailored CRM systems and IT services that suit your individual needs.

Our small business software systems are often better value than those available from the big CRM vendors like Salesforce.com. They also do more, helping you to automate business processes and transform results in marketing, sales, customer services and order fulfilment. For a small business owner, Workbooks CRM is a godsend; making your business day simpler, making it easier for your teams to work together and giving you an overview of everything going on in your company.

We also lead the market with our implementation services. We’ll help you to install your new CRM system, customise it to your needs, migrate your data and train your staff; to ensure the transition to this new way of working produces results.

We’re successful because we listen to what our clients want to achieve from their CRM system, then ensure our small business software delivers those results. To find out how you could make your business more competitive, simplify your working day and enjoy a pain-free implementation process, contact Workbooks.com today.

“We trialled Salesforce.com, but we struggled to realise elements of functionality like forecasting and quotations. We loaded data into the system and ran an initial marketing campaign but we couldn’t customise the service to meet our reporting needs; it transpired that in order to get the functionality we needed, we had to spend more money on a different version. While we recognised the potential of the Salesforce.com offering, we ultimately shied away from the cost, but also the complexity. We know our way around PC applications but we’re not techy. Like most SME businesses we don’t have a dedicated IT department and buying in implementation services at £1,200 a day didn’t appeal; we needed a CRM system that we could turn on and would hit the ground running. The initial configuration and import of data was done for us by the Workbooks professional services team, so the system was productive as soon as we set up accounts for our staff. It was really simple.”
Michael Starnes, Operations Director, EST Marketing