Marketing icon Marketing

For marketing professionals looking to run campaigns, generate more quality leads and track ROI.

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Sales icon Sales

For sales teams wanting to better identify opportunities, close more deals and grow revenue.

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Finance icon Finance

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

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Customer service icon Customer service

For teams aiming to deliver more value to customers and drive greater satisfaction.

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“Workbooks is extremely user friendly.”

Kristoffer Eilersen, CRM Manager

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“Workbooks is very easy to configure.”

Andrew Tuff, Head of Sales Exchange, DX

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“Workbooks is tying us all together as a corporation.”

John Lucabaugh, VP, Digging & Rigging

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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

Vs.
With other vendors you get:

  • Pressured to buy before fully understanding implementation costs

  • Software that has to be deployed by a third party

  • To pay full cost for implementation

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With Workbooks you can

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

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: 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.