Chat with us, powered by LiveChat

CRM for Finance

Improve order management with Workbooks CRM.

Workbooks gives you MORE.

More accuracy.
More consistency.
More efficiency.

Let's Talk
Process and deliver sales orders efficiently, from initial quotes to contracts, orders and invoices image

Process and deliver sales orders efficiently, from initial quotes to contracts, orders and invoices

  • Improve your business forecasting and collect cash faster
  • Easily create and deliver accurate sales quotes
  • Automate an approval workflow to generate contracts and orders
  • Integrate digital signatures for an easy purchase experience
  • Sync the information with your finance and ERP systems for maximum visibility and efficiency
Let's Talk

CRM Order Management Features

Supplier management

Track all suppliers and their specific pricing. Apply rules and use schemes to drive accuracy. Track all communications against orders. Create supplier contracts and manage on-boarding processes, including risk assessments and quality audits.

Find Out More
Quotations

Build professional looking quotations in a matter of minutes. Standardise terms & conditions, implement approval workflows. Help your sales team select the right products and services for each customer. Ensure consistent pricing and discounting.

Find Out More
Order creation & processing

Turn quotes into orders with a single click. Track the status as they are fulfilled and invoiced. Use electronic signatures for speed and to reduce paperwork. Create orders directly from opportunity or quote records.

Find Out More
Contract management

Generate branded proposals and contracts. Use customisable templates so your proposals and contracts look the way you want. Incorporate electronic signatures for an easier buying experience.

Find Out More
Automation

Create multiple invoices from an order. Create project cases or activities from orders to manage the delivery of services. Automate repetitive tasks and remove the admin burden associated with quotes, CPQ, order etc.

Find Out More
Order fulfilment

Track the status of orders and individual line items on orders. Automatically create supplier purchase orders and invoices with a single click. Create customer contracts directly from orders.

Find Out More
Multi-currency / Company / Tax

Configure which currencies to use, define exchange rates and periods. Select a home currency for global consolidation. Easily configure different rules and tax schemes for each legal entity, thus ensuring compliance.

Find Out More
Real-time reporting

Easily review quotes expiring this week, quotes for approval, open orders, outstanding invoices etc. Give sales real-time visibility. Track order performance by sales rep or team to manage commissions. Quickly recognise revenue.

Find Out More
Subscriptions & renewals

Automatically remind customers when their contracts are due for renewal. Identify renewal rates and predict future subscription levels. Automate the invoicing process, create and manage subscriptions with flexible terms, and collect payments.

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