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CRM For Accounting

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See Workbooks in action

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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).

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.

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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.

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Get started for as little as £22 a month!

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

Standard Edition £22

Per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
Compare full features
Business Edition £50

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.

Let's Talk

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

Get started for as little as £22 a month!

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

Standard Edition £22

Per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
Compare full features
Business Edition £50

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.

Let's Talk

4.4 out of 5 (104 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.4 out of 5 (105 reviews)

Leader Autumn 2021 Leader Autumn 2021

4.3 out of 5 (493 reviews)

An expert team by your side

An expert team by your side

Over the years we’ve discovered that every business has some slightly unusual requirements. One size does not fit all!

We were impressed that Workbooks took the time to gain a thorough understanding of our slightly unusual requirements. Rotary

We are here to understand your business and help you get more of what you need. Our expert team is by your side to make sure that it all runs smoothly, from initial consultation, through to a successful implementation and ongoing support.

So it’s no surprise that we have been voted Number 1 in CRM customer satisfaction… for the last 6 years!

However it may come as a surprise that we are 50% cheaper than our rivals!

isn’t it time to get more of what you need?

Let's Talk

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High Performer

Spring 2021
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Leader

Spring 2021
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High PerformerMid Market

Spring 2021
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High Performer Small Business

Spring 2021
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Capterra Top 20

2020
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Sales Lead Management Association

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ISO 27001

Certified

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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  • 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.

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Mr Joe Bloggs, CEO

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.

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Joe Bloggs Chief Marketing Officer
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Joe Bloggs profile
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 profile
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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.