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Workbooks CRM

Workbooks CRM joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based solution.

Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service

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By giving your teams a single 360-degree view of your business, Workbooks helps you put customers at its heart and build lasting, profitable relationships that grow long-term revenue in a sustainable way.

  • Truly understand your customer by bringing all of your customer data together into a single 360-degree view
  • Make more informed decisions and take more insight-driven action with real-time reporting and dashboards
  • Put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue

That’s why every implementation of our CRM solution is as different as the business it supports. This means you get more of what you need with a CRM solution that’s tailored to your unique business needs. So that you can do what only you do – better, faster and more efficiently.

On average, Workbooks customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them reach more, sell more, and serve more.