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  • More than just a CRM, Workbooks is a platform to manage your business.

  • Track Marketing, Sales, Order Processing and Customer Service all in one place.

  • Complete holistic view of your entire business.

  • Better decision making and revenue growth.

  • Improve your customer experience and reduce operational costs.

Workbooks provides an affordable, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables small and mid-market organisations to efficiently acquire, convert and retain customers, at a cost significantly lower than the other major CRM vendors.

Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing, supplier management and integration with other business systems.

Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.