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Plan-Net selects Workbooks Cloud CRM to manage its sales and marketing operations

Type: #PR

Reading, England, 26th November 2013

Plan-Net Plc, provider of IT Support and Consultancy Services to the Legal, Financial and Professional Services industries, has selected the Workbooks CRM system to manage its sales and marketing operations.

Richard Forkan, Business Development Director at Plan-Net, commented: “We found Workbooks delivers the easy to use interface we sought for our users, combined with easy configuration, flexibility and a close direct working partnership with the vendor.”

Plan-Net selected Workbooks after an extensive comparison of solutions such as Salesforce and OpenCRM and was impressed with Workbooks’ breadth of functionality, ease of use and industry credentials. In the recent G2 Crowd CRM Report Workbooks came out highest for ease of deployment and user adoption, and was rated highest of all CRMs in 83% of categories.

Ian Moyse, Sales Director at Workbooks, commented: “Workbooks continues to be selected in comparison with a range of CRM providers, gaining us more reference-able customer success stories to add to the growing market recognition in awards categories and analyst reports. Being chosen by reputable service organisations such as Plan-Net, and with a growing number of IT service and cloud providers selecting Workbooks, it is clear that Workbooks delivers the quality cloud CRM we strive to provide.”

Richard continued, “We were keen to find a CRM provider that we felt would be a business partner, not just a supplier, and in Workbooks we believe we have found this. During our review process they were responsive, attentive and looked to answer all of our questions, as well as demonstrating how their solution would meet our specific business needs.”

About Plan-Net

Founded in 1990, Plan-Net has been transforming the IT of organisations, large and small, for over twenty years. Plan-Net helps support, improve and transform the IT of organisations across some of the most demanding sectors of industry. Acting as a trusted partner, its support and consultancy portfolio of services help clients extract the best possible performance from IT whilst driving down cost in equal measure. Plan-Net is IS09001 certified in Quality Management and IS014001 certified in Environmental Management.

About Workbooks provides cloud-based CRM and business applications to help organisations run more effectively. Our suite of products enable our customers to grow sales, improve marketing, provide better customer support and streamline business processes by automating common tasks.

Workbooks extends beyond traditional CRM to include sales order processing, contract management and invoicing, so you can manage all your customer information in one place.

With a 360 degree view of your business and access to real-time management information, you can shape your interactions with your customers and make quicker, more informed business decisions to help grow your organisation.

For more information, please visit