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CRM for Marketing

Better marketing ROI with Workbooks CRM.

Workbooks gives you MORE.

More collaboration.
More accuracy.
More focus.

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Carry out marketing campaigns, create better quality leads, and track ROI image

Carry out marketing campaigns, create better quality leads, and track ROI

  • Maximise your lead generation
  • Manage your data, segment and target accurately
  • Manage your customer journey by tracking behaviour online
  • Measure your marketing ROI and focus your budget on what works best
  • Partner with sales and drive timely follow-up
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CRM Marketing Features

Data management & targeting

Manage account and contact information. Segment your data and make your marketing relevant and timely.

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Website analytics & lead capture

Automatically capture leads from your website via forms. Assign them to queues/campaigns and notify sales.

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Lead management & scoring

Use scoring to ensure sales spend their time on the opportunities most likely to convert. Automate lead assignment for fast follow-up. Set alerts when follow-up is not happening.

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Campaign management

Gain visibility of all elements of a campaign. Use templates to send targeted emails. Review performance and track key metrics for all campaigns.

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Event management

Plan, organise and promote events. Enable delegates to self-register and automatically schedule and send communications.

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Marketing metrics

Capture key information such as campaign ROI, lead volumes by source, lead conversion etc. Use reports & dashboards to ensure you have real-time information at your fingertips.

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Marketing activity tracking

Manage day-to-day workload and keep on top of outstanding tasks to ensure project milestones are hit and campaigns are delivered on time.

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Supplier management

Manage suppliers’ activities and communications in one place. Upload commercial documents & track expiry dates.

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PO / Budget management

Raise and easily track the status of purchase orders. Manage and audit sign-off. Manage your marketing expenditure effectively.

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Want MORE?

Increase efficiency and impact, drive greater engagement, productivity and provide even greater insight, with even more marketing automation capabilities, all fully integrated with our core CRM platform.

Email marketing & workflows
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Web analytics & lead generation
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Social media management
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Popups
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Surveys
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Having issues with data quality?

Workbooks offers data deduplication and data quality tools that can be used directly inside our CRM platform: identify duplicate records en masse, using advanced fuzzy matching algorithms, define rules when merging records in bulk and automate the process to make sure your data always stays clean.

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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
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Business Edition £50

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.

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