Workbooks is a SaaS platform used by growing companies to run their business and engage effectively with their customers.
Workbooks core CRM services extend beyond sales, marketing and customer services to include powerful marketing automation, event management, order management and fulfilment, invoicing and supplier management functionalities – at a price which is typically 50-70% less than alternatives like Salesforce or Microsoft.
How we do itWe are so confident in our relationship-led approach that we invest alongside our customers. Our unique Shared Success approach sees us match your investment in Workbooks licenses with free consulting days.
How it works
We provide one free consulting day for every $3,600 of license revenue. To qualify, your minimum annual license value will be $20k, and free days are capped at 20.
The objective? To help you get up and running as quickly and cost-effectively as possible, and to ensure we can implement a bespoke solution to underpin your existing business processes.