Back to our Resource Centre launches cloud CRM and membership management solution for NFPs and Charities

Type: #PR

Reading, England, 28 February 2013, a UK provider of cloud-based CRM and business applications, has announced the launch of its next-generation CRM and membership management solution; Workbooks Not-for-profit, as a result of the success of the Workbooks solution in the NFP and Charity sector.

Workbooks Not-for-profit, which has been adopted by a number of NFPs and Charities such as Coeliac UK and the Chartered Accountants Benevolent Association (CABA), is specifically designed to extend beyond CRM to support the membership management and commercial activities of not-for-profit organisations.

John Cheney, CEO of Workbooks said, “We are pleased to announce the launch of a new edition of Workbooks based on significant experience and growing demand in the NFP sector. We feel that we can offer NFPs a comprehensive solution that will enable them to work more efficiently and effectively, and will give them the technology to support business development and income generation activities.”

Brendan Harris, IT Director at Coeliac UK, a Workbooks customer who moved to Workbooks having previously used Integra from Iris Software, commented “We wanted more than just a membership database, but a platform that would be integrated with our website and support the income raising aspects of our work. It was also important that the new solution could provide the right management KPIs enabling us to make the right decisions for the Charity.”

Cheney continued, “As a cloud-based solution, delivered via software-as-a-service, Workbooks allows for remote access, giving organisations more flexibility and supporting improvement to current practices. There are many benefits of taking a leading flexible cloud based CRM product into membership organisations rather than trying to re-work old membership databases to meet their needs as they continue to grow and move online.”

About Workbooks is one of the fastest growing providers of web based CRM and business applications designed specifically for small and mid-size organisations.

Headquartered in the UK, our suite of products enables our customers to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver. The Workbooks CRM Edition delivers easy to use sales force automation, marketing management and customer support tools.

The Workbooks Business Edition extends CRM to include the generation of transaction documents, such as customer orders, supplier purchase orders and customer invoices.

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