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TAKE YOUR BUSINESS TO THE NEXT LEVEL

MARKETING

  • Segment & target
  • Capture & manage leads
  • Campaigns & events
  • Marketing Automation
  • Dashboards & analytics

SALES

  • Track opportunities
  • Manage pipeline
  • Forecast accurately
  • Workflows & approvals
  • Monitor performance

ORDER PROCESSING

  • Easy quotations
  • Simple order processing
  • Invoicing
  • Credit notes
  • Digital signature

CUSTOMER SERVICE

  • Support ticketing
  • Workflows & automation
  • Service metrics
  • Unified customer experience
  • Self-service
BROWSE ALL FEATURES

GROW REVENUE

Improve the effectiveness of sales and marketing teams and get the insights you need to identify and seize business opportunities.
Whether it’s winning new customers or finding new ways of delivering more value to existing customers, Workbooks gives you visibility and effective control over the key ways to improve performance.

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Screenshot of Workbooks CRM
Mobile Screenshot of Workbooks CRM

IMPROVE CUSTOMER EXPERIENCE

One clear way to differentiate and generate loyalty is to ensure that your customers’ experience is consistently excellent and that it’s enjoyable and memorable for all the right reasons.
Workbooks offers an integrated set of tools that span the entire customer life cycle, from lead generation and sales management to project delivery, order fulfillment and customer support.

REDUCE OPERATIONAL COSTS

Save money through automation, simplifying and streamlining business processes and freeing up your staff to spend time on what really matters.
With Workbooks you can embed best practices throughout your operations, increase agility and reduce inefficiencies across your entire business.

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Tablet Screenshot of Workbooks CRM

IMPROVE DECISION MAKING

When you have the power to interrogate data from across the business, glean patterns and trends or identify issues – and opportunities – you obtain insights that drive innovative and strategic thinking. Workbooks offers powerful dashboards and reports that provide the right information to the right people at the right time.

ARE YOU READY TO TAKE YOUR BUSINESS TO THE NEXT LEVEL WITH CRM?

Download our readiness checklist to reference your CRM approach against and validate if you are ready to embark on a CRM journey.

Download checklist
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CATEGORY LEADER Q1 2019

GetApp CRM Rating

4.37 out of 5 (103 reviews)

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TOP RATED 2019

TrustRadius CRM Rating

4.3 out of 5 (28 reviews)

Capterra Logo

TOP 20 CRM 2020

Capterra Rating

4.4 out of 5 (103 reviews)

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HIGH PERFORMER SUMMER 2020

TrustRadius CRM Rating

4.3 out of 5 (473 reviews)

CUSTOMER SUCCESS

SEE HOW WORKBOOKS CAN HELP

Success Stories
Palagan CRM Success Story

Palagan

Workbooks helps us provide a better experience for our customers – a major differentiation.

Adam Priestley, Business Development Manager

Elos Medtech

“Workbooks proved to be that “right-sized” solution we were looking for with the capabilities of pulling data from multiple ERP systems and providing a platform for our teams world-wide to be able to share information.”

Tim Tuner, Elos Medtech, Memphis

SAV Systems CRM Success Story

SAV Systems

Workbooks CRM has become one of those business-critical tools that we just could not do without.

Jose de Almeida, General Manager

Aspin CRM Success Story

Aspin

I now have better visibility of business metrics. My business has become more predictable. I make informed decisions and I can prioritise better.

Nathan Aspin, CEO

KTN homepage

Knowledge Transfer Network

KTN is now working together as one to deliver all the data and insights we need as a business.

Ian McGregor, Director

OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.

WHY NOT JOIN THEM?

Try the best cloud CRM software for your business, free for 30 days.

No commitment, no credit card required.

Questions? Talk to our friendly team on +1 860-438-6647

TRY FOR FREE
REQUEST A DEMO

WE ARE PROUD TO SUPPORT THE JORDAN PORCO FOUNDATION