At Workbooks, we believe that sharing knowledge is crucial to success, and we want you to enjoy using our software to enable you to complete your day-to-day role with ease. Workbooks Wisdom is here to save the day bringing you monthly tips and tricks to enable you to do just that. See below for August’s tips.



    • asset-33.pngImprove your lead flow using our new integration with a leading email marketing platform Campaign Master (UK) Ltd. CMA Advantage is a highly intuitive, reliable, cloud based email marketing platform. Workbooks integration with Campaignmaster means you can create campaigns in Workbooks, add members that you want to target and send the feature rich HTML email directly through Workbooks. All of the clicks, opens, hard-bounces and unsubscribes are tracked and recorded in Workbooks giving you more time to follow up on the leads! Click here to find out more.


    • asset-29.pngAre your customers Angry Red or Glowing Green?

      We all know that retaining customers is easier than finding new ones, but do you really know if your existing customers are happy campers, a little bit grumpy or down right mad about the products or services you provide? At Workbooks we use a simple but effective traffic lights system to keep track of customer sentiment.  Customers are marked as either Red, Amber or Green. Click here to find out more.


    • Cut down on time to create transaction records

      asset-11.pngHave you ever been prevented from creating an Order or an Invoice because you haven’t yet created a customer agreement?  You can avoid this requirement altogether if appropriate for your business.  Click here for more information.


    • Do you love Workbooks? Make a successful referral and receive an Apple Watch!

      asset-50.pngExisting customers can now benefit from recommending Workbooks to friends, family members or business associates. We’re giving away Apple Watches for every successful referral (+20users) we receive.



Remember, you can find more useful information about all of the Workbooks features on our Knowledge Base.