It’s all about the R in CRM

If you want a really positive relationship with a CRM vendor, we’re here for you. We’ll understand your unique requirements, and what success looks like.

We then customize the most relevant and risk-free CRM platform for you by combining our software and implementation expertise.

Meaning you can enhance customer relationships, increase revenue and improve retention.

It’s everything you need from a CRM platform.

CRM for Sales

For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth.

Workbooks provides sales pipeline management software to optimize business sales processes. Learn more about the benefits of CRM for sales here.

CRM Sales Features

Full visibility on KPI fulfillment and timelines Full visibility on KPI fulfillment and timelines
Synchronization with Outlook, Microsoft 365 and Google Workspace Synchronization with Outlook, Microsoft 365 and Google Workspace
Accurate forecasting data to assist with business planning Accurate forecasting data to assist with business planning

Workbooks is a CRM solution that gives you more

CRM for Marketing

For marketers aiming to execute campaigns, generate higher-quality leads, and monitor return on investment.

Workbooks gives you an automated marketing CRM that supports businesses to execute campaigns, measure ROI and strategize effectively.

CRM Marketing Features

Customer segmentation and email templates Customer segmentation and email templates
Full visibility on campaign performance metrics Full visibility on campaign performance metrics
A comprehensive event management platform A comprehensive event management platform

Workbooks is a CRM solution that gives you more

CRM for Commercial Operations

For finance and sales teams aiming to drive more efficiency and collect cash faster.

Workbooks is a CRM platform specializing in order, contract and supplier management. Learn how to streamline commercial operations with CRM here.

CRM Commercial Operations Features

Seamless data integration with finance and ERP systems Seamless data integration with finance and ERP systems
Bespoke automations for CPQ, contract approval and more Bespoke automations for CPQ, contract approval and more
Adjustable compliance rules and tax schemes for each legal entity Adjustable compliance rules and tax schemes for each legal entity

Workbooks is a CRM solution that gives you more

CRM for Customer Service

For teams striving to enhance customer value and boost overall satisfaction.

Turn customer service into a competitive advantage with the Workbooks customer service CRM. Learn more about CRM tools for customer service here.

CRM Customer Service Features

A self-service web portal for customers to log and resolve queries A self-service web portal for customers to log and resolve queries
Real-time case data for assessing trends and peaks Real-time case data for assessing trends and peaks
Actionable insights from reviews and feedback Actionable insights from reviews and feedback
"The implementation was really smooth. Workbooks held our hands, making sure we were not alone in the whole process."
Sarah Kennedy, Strategic Development Manager, STV
"Workbooks took the time to understand our challenges and pain points, allowing them to present a much more personalized solution."
Chris Roessler, VP Marketing and Advertising, Rotary
"With Workbooks, we're bringing the right people together to deliver outcomes that benefit the UK economy."
Ian MacGregor, Director, Knowledge Transfer Network

How does Workbooks compare to other vendors?

With Workbooks you get...

  • Software and implementation from one organization​
  • A co-funded workshop to guarantee shared success
  • Free consulting days to ensure a smooth implementation

With other vendors you get...

  • Pressured to buy before understanding implementation costs
  • Software that has to be deployed by a third party
  • To pay full cost for implementation

With Workbooks you can

Customize

Customize

We understand that every team is unique. Whether you’re in Marketing, Sales, Operations or Customer Services, our platform can be seamlessly customized to suit your specific goals.

Streamline

Streamline

With Workbooks CRM, your teams can collaborate effortlessly, ensuring everyone stays on the same page. Automate mundane tasks, track leads, and manage customer interactions, all in one place.

Grow

Grow

Happy customers are loyal customers. Workbooks empowers you to deliver personalized experiences to leave a lasting impression. Strengthen customer relationships, drive sales, and watch your business flourish.