Small Business

Workbooks CRM for small and growing businesses provides the platform on which you can prospect for - and win - new customers to increase your revenue.

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

Use Workbooks CRM to:

• Manage your leads and opportunities. Keep on top of all new business enquiries and sales prospecting.
• Never let a lead slip by automatically creating and setting reminders for follow up.
• Keep track of your business pipeline: accurately forecast likely revenue this month, next month, this quarter etc.
• With real-time dashboards for you and your team.
• Quote for business more quickly using Workbooks CRM's in- built quoting tool that automatically creates quotes, PDFs them and emails them to your prospects. 
  

Workbooks gives you the tools to provide first-class service and support to your customers; improving customer satisfaction and encouraging repeat business or valuable business referrals.

Workbooks customers benefit from:

• Case management capabilities to log and track progress of customer queries, prioritise open cases and identify areas where training may help.
• A real-time 360º view of customers from a sales, marketing, customer service and financial perspective.
• View transaction history and values, both open and closed cases and highlight any customer service or support issues to resolve.
• Improve customer communications by sending information and special offers to existing customers specific to the products and services they have already purchased.

We know that turning orders into cash is the lifeblood of your business.

This is why the Workbooks suite of applications provides the tools to make this process fast and efficient whilst at the same time being straightforward to use.

Sales Order Management

Use Workbooks to manage your sales orders and enjoy:

• The ability to quote for business fast, with a quote generated as a PDF file in your company style which can either be printed or emailed to prospects from within your Workbooks application.
• Simple conversion of your customer quote to a sales order when the deal is closed.
• Simple-to-use product-pricing. Workbooks gives you the ability to have different pricing for different customer types, for short-term promotions or to make changes such as regionally different or short-term VAT rates.
• Greater control over the orders you take and the ability to reduce credit risk. The ready-integration of Workbooks CRM and Workbooks Business give you increased visibility of prospect status, sales orders placed, terms and conditions agreed and credit limits.

Workbooks takes the burden of raising invoices and collecting cash by automating processes required to collect monies from your customers.

Workbooks Business provides:

• Press-button invoice creation which converts quotes or sales orders into invoices. Created as PDF files with your company logo and information, which can be printed or emailed directly from Workbooks.
• Statement creation and distribution, for customer accounts teams.
• Secure storage of all records in Workbooks for accurate customer history.
• The ability to create credit notes within your approval framework.

Purchase Order Management
Controlling spend is key for all businesses; large and small. Customers use Workbooks to manage their suppliers, including:

• Raising purchase orders online, including automated approval processes for sign-off.
• Managing new supplier account set-up and credit terms.
• Controlling costs: benefiting from real-time visibility of expenditure by supplier, department or marketing campaigns.