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Media and Publishing

Work smarter, deliver more value and stand out from the competition

Get more of what you need with Workbooks.

More visibility.
More insights.
More control.

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  • Implementation
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Steven Randell, CEO, Caspian Media

Workbooks has transformed the sales and finance function at Caspian Media.

Steven Randell, CEO, Caspian Media

Give your customers more of what they need with Workbooks

At Workbooks, we see you exactly as you are – a unique business with its own unusual challenges and needs.

That’s why every implementation of our CRM solution is as different as the business it supports.

We make sure you can focus on your business goals – without having to downsize them to fit software designed for someone else.

Tailored to your business needs image
CRM solution

Tailored to your business needs

Optimise your lead-to-cash process with a powerful CRM solution that’s tailored to your unique business needs.

Improve productivity in your sales and marketing teams, and increase collaboration across the entire organisation – boosting competitiveness.

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With you every step of the way image
Implementation Approach

With you every step of the way

With Workbooks, you don’t just get software – you get a partner.

Because your business is unique, our approach to implementing Workbooks is unique, too:

  1. You tell us what you want to achieve
  2. We listen
  3. We work out what you need, together

At every stage, our goal is to understand your goals. (And we don’t just listen – we ask questions too). If you don’t know yet what you want to achieve, we can work that out too – together.

That way, you get more of what you need with a powerful CRM solution that’s tailored to your business needs.

So that you can do what only you do – better, faster and more efficiently.

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360-degree customer view

Improve cross-sell and up-sell while creating more leads with a single 360-degree view of your target market and its key segments – what they have, what they want, as well as when and how they want it – across all of your distribution channels.

Single source of truth reporting

Centralise information, intelligence and insight with Workbooks:

  • Get real-time visibility across your business by giving everyone anytime access to a central repository of information for sales, marketing, customer service and finance
  • Make more informed decisions with visibility of all aspects of your relationships with customers and prospects, from marketing engagement to interactions with sales
  • Take action confidently with reports and dashboards showing the most complete, accurate and up-to-date information in your business
Integration

Integrate Workbooks with hundreds of business applications and services.

Configure, Price, Quote
  • Make the quotation process more consistent by creating tailored quotation screens to automate the sales process and improve quote accuracy
  • Support common pricing requirements such as volume-based, bundle, customer-specific, regional, and channel with different pricing books and rules
  • Synchronise product information and pricing throughout your business by integrating Workbooks with your ecommerce, ERP, or finance platform
Customer service
  • Automate support processes
  • Offer self-service capabilities
  • Efficiently manage maintenance schedules and warranties, and better support field services agents

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
Compare full features
Did you know?

You can mix and match editions of Workbooks so you only pay for what you need.

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Data quality
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
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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