It’s time to move to the next generation of CRM
Are you fed up of struggling with a legacy, on network CRM system that is tired out and no longer meets the needs of your business? Workbooks offers next generation CRM and business applications that can streamline your business processes and increase your revenue.
Below are some of the reasons why our customers have moved to Workbooks from ACT! – and so should you.
Sage ACT! Alternatives
Move to Workbooks and you will move away from basic contact management to a modern CRM and business management platform that can integrate with your website and other business critical systems. With Workbooks you can consolidate your sales, marketing, customer support and finance teams into one platform, providing a true 360 degree view of your customers.
The Workbooks CRM Editions provide you with you tools you need to increase sales, improve marketing and provide better customer support. Our Business Editions go beyond the usual realm of ‘CRM’ to incorporate sales order management, invoicing and contract management. Workbooks also includes a powerful quotation tool as part of its standard functionality without any need for a third party plug-in.With access to all of your customer data in real time you can make better business decisions, more quickly.
Powerful integration with the Sage accounting systems
The Workbooks SageLink enables you to synchronise orders, credit notes, new accounts and invoice information from Workbooks directly with Sage Line 50 and Sage Line 200, via the Workbooks API.
This powerful integration tool minimises the risk of manual error or duplication of effort when transferring data between Workbooks and your Sage accounting system, and ensures consistency of data across the business.
Easy migration from Sage ACT!
Workbooks is very intuitive and it has a powerful importing tool which is easy to use. Simply import the data from your ACT! system and you’ll be up and running in no time.
Many of our customers are able to migrate their data and setup and the system themselves, or alternatively, we can provide you with the implementation support you need to migrate from ACT! and set up the system.
Customisation at the click of a button
Once you’re system is set up, the Workbooks customisation and configuration tools enable you to tailor the system to meet your needs. At the click of a button you can add custom fields or amend workflows, enabling your team to achieve greater productivity and empowering you to capture the information relevant to your business, no matter how unique.
Reach for the clouds
Workbooks is a cloud based CRM system. Customers moving to the cloud benefit from simplicity, greater reliability and security, lower costs and a future proofed CRM system.
- Simplicity: At Workbooks.com our customers don’t worry about upgrading hardware, or which operating system version supports which database, or which VPN will work. We take care of the IT complexity so you don’t have to
- Guaranteed Levels of Service: At Workbooks.com we guarantee your applications will be available 99.5% of the time. In the event we don’t deliver (which has not happened to date) there are penalties to be paid by us
- Security: We can also guarantee that your data is held in our UK data centres and is protected with strong data encryption, firewalls and a first class security infrastructure
No more headaches over remote synchronisation
For many of our customers who have moved from ACT!, remote synchronisation caused real headaches and it was one of the main drivers for the move.
Workbooks is a cloud based CRM solution, enabling your workforce to access and update your CRM system anywhere, at any time. Whether they’re on the road, in a customer meeting, working from home or at the office, your team can access the full range of CRM functionality and have visibility of real-time data without any need to undergo a time-consuming synchronisation. Data sharing across your organisation couldn’t be easier and, what’s more, with Workbooks there is built-in mobile access as standard; including iPhone and Android access.
The complete package; the software, the implementation services and the on-going support
Since ACT! was sold to Swiftpage, the direction of the product has been unclear. By contrast, we aim to be open and transparent as a business. You are buying a service from us and trust is paramount in any long term business relationship.
We not only provide first-class software and the full implementation services to get you up and running quickly, but we also provide on-going support. We publish our product development roadmap, so that you know what new functionality is coming next, and, importantly, we provide a forum for our users to suggest ideas for new functionality and vote on which ideas they like best. After all, in many cases our customers have the best ideas on how to improve Workbooks.
CSols Ltd were looking for CRM alternatives to Sage ACT! when they came across Workbooks.
Read the case study to find out how Workbooks has transformed business for them.