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CRM for Sales

Drive sales excellence with Workbooks CRM.

Workbooks gives you MORE.

More visibility.
More intelligence.
More insight.

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Work more effectively, better identify opportunities, close more deals and grow revenue image

Work more effectively, better identify opportunities, close more deals and grow revenue

  • Improve sales execution and win more business
  • Manage your sales team with real-time reporting and activity tracking
  • Increase sales productivity with automated workflows, easy collaboration and a mobile app accessible anytime anywhere
  • Improve forecasting through visibility of your pipeline
  • Make insightful decisions
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CRM Sales Features

Contact management

Use every interaction to capture knowledge and map relationships. Synchronise with Outlook, Exchange/Office 365 or Google Apps. Profile customers and tailor your approach.

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Track sales activities

Record sales activities to ensure that opportunities are progressed effectively and no calls are overlooked.

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Opportunity management

Improve your conversion rates using sales best practice methodologies throughout the sales cycle.

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Automated workflows

Remove the admin burden of repetitive tasks so that reps can focus on building relationships and selling.

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Forecast accurately

Enable sales to forecast, easily identify ‘best case’ and ‘commit’ and get a view on how likely they are to hit target.

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Sales performance metrics

Generate reports & dashboards and get real-time visibility into pipeline and individual sales rep performance. Easily identify improvement areas.

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Account management

Get a 360° view of all customer interactions. Track activities, cross-sell and up-sell opportunities and identify ‘at risk’ customers.

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Subscriptions & renewals

Automatically remind customers when their contracts are due for renewal. Identify renewal rates and predict future subscription levels.

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Order creation & processing

Turn quotes into orders with a single click. Track the status of orders as they are fulfilled and invoiced. Use electronic signatures for speedy and reduced paperwork.

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Quotations

Easily create professional, high quality and accurate quotes with just a click.

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Mobile

Access data anytime, anywhere and from any device using our mobile app, for improved productivity.

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Mapping

Plot records on a map – for increased efficiency and productivity of field reps.

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Data enrichment

Get richer information on contacts in your CRM.

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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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