Workbooks offer a SaaS Customer Relationship Management (CRM) solution to run your business and efficiently acquire, convert and retain customers.

Workbooks CRM unites the entire organization around data and processes, promoting teamwork and collaboration. It provides a single 360-degree view of customers and the information is accessible at all customer touchpoints. Functionalities extend beyond sales, marketing and customer service to include event management, order management and fulfillment, invoicing and supplier management.

The platform is exclusively focused on addressing the needs of growing organizations that are looking for feature-rich but affordable all-in-one solution, which can be quickly deployed and don’t require complex technical customization. Pre-built / configured solutions are also available for specific industry sectors, enabling an even quicker time to value.

ALL FEATURES

THREE OPTIONS TO CATER FOR YOUR NEEDS

CRM EDITION

The CRM Edition provides you with all the key features to support marketing, sales and customer service.

Learn More

BUSINESS EDITION

Everything included in the CRM Edition plus additional features such as Sales Orders, Invoices, Credit Notes, Contracts and Supplier Purchase Orders.

Learn More

EVENTS EDITION

Everything included in the Business Edition plus additional events management features to plan, organize and promote live or virtual events -all from within your CRM.

Learn More

BENEFITS OF WORKBOOKS CRM

At the heart of virtually all businesses lies a desire for growth. Business leaders know there are two fundamental ways to achieve it: increasing revenues and reducing costs. Whether this is accomplished by winning new customers, finding new ways to deliver more value to existing customers, or improving efficiency and productivity, it’s crucial to have good visibility of what’s happening in the business – and effective control over the key ways to improve performance.

Workbooks CRM can play a crucial role in driving growth and supporting business success, by helping you increase revenue and productivity, streamline operations and make insightful decisions. Your business is more resilient, better equipped to thrive and differentiate against the competition.

Find out more about the features and benefits of Workbooks CRM for each department within your organization.

MORE INFO