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.

Screenshot of Workbooks CRM
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 fulfilment 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.

Tablet Screenshot of Workbooks CRM
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.

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CATEGORY LEADER Q1 2018

GetApp CRM Rating

4.36 out of 5 (96 reviews)

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TOP RATED 2018

TrustRadius CRM Rating

4.3 out of 5 (28 reviews)

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.

Capterra Rating

4.5 out of 5 (96 reviews)

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HIGH PERFORMER SUMMER 2018

TrustRadius CRM Rating

4.3 out of 5 (404 reviews)

SUCCESS STORIES

SEE HOW WORKBOOKS
CAN HELP

Read More Success Stories
[fusion_flip_boxes columns=”1″ icon=”” icon_color=”” circle=”no” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”” image_id=”” image_width=”” image_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_flip_box title_front=”Palagan” title_back=””Workbooks helps us provide a better experience for our customers – a major differentiation.”” text_front=”” background_color_front=”rgba(255,255,255,0.47)” title_front_color=”” text_front_color=”#000000″ background_color_back=”” title_back_color=”” text_back_color=”#000000″ border_size=”0″ border_color=”” border_radius=”0px” icon=”” icon_color=”” circle=”” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”https://www.workbooks.com/wp-content/uploads/Palagan-400×229.jpg” image_id=”13711|400″ image_width=”400″ image_height=”450″ animation_type=”” animation_direction=”left” animation_speed=”0.1″ animation_offset=””]

Adam Priestley, Business Development manager at Palagan

[/fusion_flip_box][/fusion_flip_boxes]
[fusion_flip_boxes columns=”1″ icon=”” icon_color=”” circle=”no” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”” image_id=”” image_width=”” image_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_flip_box title_front=”Law Business Research” title_back=””We have managed to increase the number of leads by 240%, the number of conversion by 130% and the overall revenue by 10% in our renewal and subscription business.”” text_front=”” background_color_front=”rgba(255,255,255,0.47)” title_front_color=”” text_front_color=”#000000″ background_color_back=”” title_back_color=”” text_back_color=”#000000″ border_size=”0″ border_color=”” border_radius=”0px” icon=”” icon_color=”” circle=”” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”https://www.workbooks.com/wp-content/uploads/lbr-homepage-flipbox.jpg” image_id=”16655|full” image_width=”400″ image_height=”450″ animation_type=”” animation_direction=”left” animation_speed=”0.1″ animation_offset=””]

Ron Doobay, Chief Technology Officer at Law Business Research

[/fusion_flip_box][/fusion_flip_boxes]
[fusion_flip_boxes columns=”1″ icon=”” icon_color=”” circle=”no” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”” image_id=”” image_width=”” image_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_flip_box title_front=”SAV Systems” title_back=”“Workbooks CRM has become one of those business-critical tools that we just could not do without.”” text_front=”” background_color_front=”rgba(255,255,255,0.47)” title_front_color=”” text_front_color=”#000000″ background_color_back=”” title_back_color=”” text_back_color=”#000000″ border_size=”0″ border_color=”” border_radius=”0px” icon=”” icon_color=”” circle=”” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”https://www.workbooks.com/wp-content/uploads/sav-homepage-flipbox.jpg” image_id=”16703|full” image_width=”400″ image_height=”450″ animation_type=”” animation_direction=”left” animation_speed=”0.1″ animation_offset=””]

Jose de Almeida, General Manager, SAV Systems

[/fusion_flip_box][/fusion_flip_boxes]
[fusion_flip_boxes columns=”1″ icon=”” icon_color=”” circle=”no” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”” image_id=”” image_width=”” image_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_flip_box title_front=”Aspin” title_back=””I now have better visibility of business metrics. My business has become more predictable. I make informed decisions and I can prioritise better.”” text_front=”” background_color_front=”rgba(255,255,255,0.47)” title_front_color=”” text_front_color=”#000000″ background_color_back=”” title_back_color=”” text_back_color=”#000000″ border_size=”0″ border_color=”” border_radius=”0px” icon=”” icon_color=”” circle=”” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”https://www.workbooks.com/wp-content/uploads/Aspin-Case-Study-Header-400×225.png” image_id=”13535|400″ image_width=”400″ image_height=”450″ animation_type=”” animation_direction=”left” animation_speed=”0.1″ animation_offset=””]

Nathan Aspin, CEO, Aspin

[/fusion_flip_box][/fusion_flip_boxes]
[fusion_flip_boxes columns=”1″ icon=”” icon_color=”” circle=”no” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”” image_id=”” image_width=”” image_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=””][fusion_flip_box title_front=”soak.com” title_back=””What we loved about Workbooks was their flexibility. We took the project live in 6 weeks, definitely the fastest that soak.com have ever done.”” text_front=”” background_color_front=”rgba(255,255,255,0.47)” title_front_color=”” text_front_color=”#000000″ background_color_back=”” title_back_color=”” text_back_color=”#000000″ border_size=”0″ border_color=”” border_radius=”0px” icon=”” icon_color=”” circle=”” circle_color=”” circle_border_color=”” icon_flip=”” icon_rotate=”” icon_spin=”no” image=”https://www.workbooks.com/wp-content/uploads/soak-homepage-flipbox.jpg” image_id=”16654|full” image_width=”400″ image_height=”450″ animation_type=”” animation_direction=”left” animation_speed=”0.1″ animation_offset=””]

Ilyash Dedat, Customer Service Director, soak.com

[/fusion_flip_box][/fusion_flip_boxes]

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

LBR CRM Success Story

Law Business Research

We have managed to increase the number of leads by 240%, conversions by 130% and the overall revenue by 10% in our renewal and subscription business.

Ron Doobay, Chief Technology Officer

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

soak.com CRM Success Story

soak.com

What we loved about Workbooks was their flexibility. We took the project live in 6 weeks, definitely the fastest that soak.com have ever done.

Ilyash Dedat, Customer Service Director

OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.

WHY NOT JOIN THEM?

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

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