How can we help you acquire, convert and retain customers?

Marketing

  • Online Lead Capture
  • Lead Management
  • Campaigns & Events
  • Marketing Automation
  • Dashboards & Analytics
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Sales

  • Track Opportunities
  • Manage Pipeline
  • Forecast Accurately
  • Workflows & Approvals
  • Monitor Performance
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Customer Services

  • Unified Experience
  • Support ticketing 
  • Workflows & Automation
  • Service Metrics
  • Profiling & Renewals
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Trying to justify the investment of CRM?

Take the ROI challenge to see how much additional revenue a CRM could generate.

Whitepaper

Download our free guide - 7 steps to a ensure a successful CRM implementation.

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Turn website visitors into sales & gain actionable insight 

Web Insights is a lead generation tool that identifies your website visitors and tracks what they are looking at (pages viewed). 

What people are saying about Workbooks CRM

Sourced from G2 Crowd.

Connect Workbooks with your everyday applications.

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