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CRM For Accounting

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Overview
Improve Your Practice
Futureproof CRM
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Success Stories
Case Studies
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Customer Success Stories

Since 1993, Hardscape has supplied a wide range of paving and hard landscaping products sourced from around the world, mainly for public projects in the UK but also for some private garden design projects.

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Customer Success Stories

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Can I mix and match licences

The CRM Success for Accounting programme is designed to help Accountancy firms take their first step into Client Relationship Management (CRM).

Based on years of experience helping professional services firms with CRM deployments, the programme delivers a best practice approach to implementing CRM for marketing and business development teams in less than one month.

CRM Success for accounting

The CRM Success for Accounting programme is designed to help Accountancy firms take their first step into Client Relationship Management (CRM).

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Improve new business development

In order to be successful at developing your practice, you need to attract and develop new clients. You need easy access to real-time information, deep customer insights and the tools to close and onboard a new client, quickly and efficiently.

Workbooks CRM provides a 360-degree view of your prospects and clients. You can track and analyse all of the interactions and transactions you have had and the outcomes of those.

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Sell more to existing clients

How can you leverage the wealth of financial and historical data you have for your existing clients in order to identify and drive cross-sell opportunities? How do you get the right visibility and insights?

Workbooks CRM offers an outstanding cross-selling platform, providing great visibility of what services have been sold to existing clients.

A practice fit for the future

In today’s landscape, accountancy practices have to evolve, diversify and provide additional value-add services to their clients. To stay competitive, you have to implement new business development models in order to retain existing clients, cross-sell services and attain new business.

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Get started for as little as £25 a month!

Whatever your business needs, we have a solution for you.

Standard Edition £25

per user per month billed annually

Sales Management
Marketing Management
Customer Service Management
Order Management

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Business Edition £55

per user per month billed annually

Sales Management
Marketing Management
Customer Service Management
Order Management

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Did you know?

You can mix and match editions of Workbooks so you only pay for what you need.

How Workbooks Helped Our Customers

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We inspire users through education & training

To help you and your team get the most out of Workbooks we have developed:

A Knowledge base

Where you’ll find information on how best to use and configure the Workbooks applications to meet your goals.

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Unique to workbooks! Training videos

Showing you how to use different aspects of the functionality, depending on your job role. New videos are added regularly.

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Training courses

Showing you how to use different aspects of the functionality, depending on your job role. New videos are added regularly.

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Training courses

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Find Out More

See More Features

Get started for as little as £25 a month!

Whatever your business needs, we have a solution for you.

Standard Edition £25

per user per month billed annually

Sales Management
Marketing Management
Customer Service Management
Order Management

Compare full features

Business Edition £55

per user per month billed annually

Sales Management
Marketing Management
Customer Service Management
Order Management

Compare full features

Did you know?

You can mix and match editions of Workbooks so you only pay for what you need.

4.4 out of 5 (106 reviews)

Top 20 CRM 2020

4.3 out of 5 (106 reviews)

High Performer Summer 2022

4.2 out of 5 (527 reviews)

A PARTNER, NOT A PURCHASE

CRM is a journey, and we’re with you every step of the way.

Our Shared Success approach reduces the risk of your CRM project failing and reduces the cost of implementation in three ways:

We help you understand what you need from CRM software to achieve your business goals with a co-funded workshop before you invest in software
When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price
And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you

That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

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High Performer

Spring 2021

Leader

Spring 2021

High PerformerMid Market

Spring 2021

High Performer Small Business

Spring 2021

Capterra Top 20

2020

Sales Lead Management Association

ISO 27001

Certified

High Performer Mid-Market

Summer 2021

high performer mid-market

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Leader

Fall 2021

Leader

Summer 2021

Leader

Spring 2021

High Performer Enterprise

Winter 2021

high performer enterprise

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Winter 2021

High Performer Small Business

Fall 2021

High Performer Small Business

Spring 2021

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Fall 2021

High Performer Mid-Market

Spring 2021

Leader

Fall 2020

High Performer Enterprise

Fall 2020

High Performer Mid- Market

Fall 2020

High Performer Small Business

Fall 2020

Users Love Us

Over 1400 customers trust workbooks to run their business.

Why not join them? Try the best cloud CRM software for your business, free for 30 days.No commitment, no credit card required. Questions? Talk to our friendly team on +44 0118 3030 100

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CRM Customer Satisfaction

Rated No.1

for 6 Years

Customer Success Stories

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Customer Success Stories

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We’ll help you crystallise what success looks like for your business and define the outcomes that are most important to you.
You‘ll be able to leverage our technical architects and engineers to build specific automations or integrations to external systems that fit perfectly around your business processes and help streamline operations.
You’ll be able to tap into our in-depth knowledge, experience and best practices.

About the author

You‘ll be able to leverage our technical architects and engineers to build specific automations or integrations to external systems that fit perfectly around your business processes and help streamline operations.

Mr Joe Bloggs, CEO

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Evolve or be left behind

The accounting sector is undergoing dramatic changes. Downwards price pressures and commoditisation of compliance services, digital transformation, increased competition and clients’ changing expectations are shaking up the profession.

Forward thinking practices have realised that they must evolve and innovate if they are to survive and flourish in this new commercial landscape. They are implementing new business development models as traditional methods of network expansion are becoming harder to employ.

They efficiently attract new clients but also maximise the opportunities that exist within their client base They diversify their services and leverage technologies in order to achieve greater efficiency and drive a sustainable competitive advantage.

CRM can be the catalyst for change, underpinning the development and promotion of a sales culture across the firm and enabling best practices in generating new business and cross-sell revenue.

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CRM can be the catalyst for change, underpinning the development and promotion of a sales culture across the firm and enabling best practices in generating new business and cross-sell revenue.

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CRM can be the catalyst for change, underpinning the development and promotion of a sales culture across the firm and enabling best practices in generating new business and cross-sell revenue.

Joe Bloggs Chief Marketing Officer

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Joe Bloggs Chief Marketing Officer

Our Professional Services team can guide you through the process of setup and implementation, integrations with other business applications etc. to ensure you realise the full potential of your investment in CRM.

During implementation, our seasoned consultants will work with your project team to create deployment plans aimed at accelerating Time to Value.

Another person Admin

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Licence Cost

Entry level pricing for CRM edition, which includes sales and customer support, starts at £22 per user per month. Order processing & invoicing is included in our Business edition at £50 per user per month.

Salesforce’s entry level pricing starts at £60 per user per month, nearly 3x the price of Workbooks CRM edition, despite offering similar functionality. This rises to £120 for the Enterprise Licences, which includes functionality that is standard in both Workbooks CRM and Business editions. And if you want to do invoicing in Salesforce, you need to buy third party plug-ins or build it yourself.

Sales & Service Functionality

Workbooks CRM edition includes both sales and support functionality in the same licence.

Salesforce requires you to buy both, so if you want the Professional edition for Sales and Service Cloud, it increases to £80 or £140 for Enterprise.

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CRM For Accounting

See Workbooks in action

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Customer Success Stories

Customer Success Stories

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Selling points

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Improve new business development

Sell more to existing clients

A practice fit for the future

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Get started for as little as £25 a month!

How Workbooks Helped Our Customers

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Development case study

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Development case study

Test case study

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We inspire users through education & training

Get started for as little as £25 a month!

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Over 1400 customers trust workbooks to run their business.

CRM Customer Satisfaction

Customer Success Stories

Customer Success Stories

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About the author

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Evolve or be left behind

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Watch video

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