Discover Workbooks CRM
Discover Workbooks CRM, a powerful tool designed to transform your business operations and elevate your customer interactions.
Whether you’re a seasoned CRM user or a complete novice, our bespoke implementation, intuitive interface and user-friendly features will make navigating the Workbooks CRM a breeze. Learn how Workbooks can tailor its solutions to meet the unique needs of your industry, from sales and marketing to customer service and finance.
See how it works
Unlike our competitors, who hide their true value behind lengthy sign-up processes and personal information requests, we’re so confident in our CRM’s capabilities that we’re offering you an opportunity to experience it firsthand, completely free of charge. Try our interactive demo to see how Workbooks can provide you with a centralized hub for managing customer relationships, streamlining sales processes, and gaining actionable insights.
Workbooks is a CRM solution that gives you more
CRM for Sales
For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth.
Workbooks provides sales pipeline management software to optimize business sales processes. Learn more about the benefits of CRM for sales here.
CRM Sales Features
Full visibility on KPI fulfillment and timelines
Synchronization with Outlook, Microsoft 365 and Google Workspace
Accurate forecasting data to assist with business planning
Workbooks is a CRM solution that gives you more
CRM for Marketing
For marketers aiming to execute campaigns, generate higher-quality leads, and monitor return on investment.
Workbooks gives you an automated marketing CRM that supports businesses to execute campaigns, measure ROI and strategize effectively.
CRM Marketing Features
Customer segmentation and email templates
Full visibility on campaign performance metrics
A comprehensive event management platform
Workbooks is a CRM solution that gives you more
CRM for Commercial Operations
For finance and sales teams aiming to drive more efficiency and collect cash faster.
Workbooks is a CRM platform specializing in order, contract and supplier management. Learn how to streamline commercial operations with CRM here.
CRM Commercial Operations Features
Seamless data integration with finance and ERP systems
Bespoke automations for CPQ, contract approval and more
Adjustable compliance rules and tax schemes for each legal entity
Workbooks is a CRM solution that gives you more
CRM for Customer Service
For teams striving to enhance customer value and boost overall satisfaction.
Turn customer service into a competitive advantage with the Workbooks customer service CRM. Learn more about CRM tools for customer service here.
CRM Customer Service Features
A self-service web portal for customers to log and resolve queries
Real-time case data for assessing trends and peaks
Actionable insights from reviews and feedback
By Industry
Workbooks is proud to be ISO 27001 certified, demonstrating that we have defined and put in place best practice information security processes.
What you can expect from a Workbooks implementation
Read our interactive gude
Over the years we have successfully completed hundreds of CRM projects, helping clients turn their investment into real business outcomes. Using this experience, we have developed a unique and proven approach to implementing CRM.
