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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.

Workbooks gives you MORE.

More visibility.
More insight.
More consistency.

Get more visibility and insights you need to make the right decisions for the future of your business with Workbooks:

Create a seamless process from initial subscription through to renewal
Achieve ongoing, sustainable revenues without the administrative headache by automatically producing and sharing all transactional documents with customers
Remind customers to renew contracts or prompt your Account Managers to get in touch with customers due for renewal with automated communications
Streamline your invoicing process, create and manage subscriptions with flexible terms, and even use automation to collect payments
Get insight into subscriptions with an overview of your renewal rate, and confidently predict future subscription levels

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Improving sales order processing can positively impact the order-to-cash cycle and the customer experience. Workbooks offers out-of-the-box enhanced order processing functionality that helps you gain more efficiency throughout the entire sales order process.

Data quality

Workbooks provides a range of data deduplication and data quality tools which can be used directly inside the Workbooks CRM platform – ensuring your data always remains clean.

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CPQ

Configure, Price, Quote functionalities to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately using a guided quotation process.

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