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CRM for Customer Service

Deliver exceptional customer service, consistently
  • Manage cases, answer customer questions quickly and effectively
  • Track activity history with a complete view of the customer
  • Increase agent productivity while reducing admin by automating repetitive tasks
  • Accurately measure your Service Level Agreements (SLAs)
  • Service your customers the way they want to be serviced
CRM for Customer Service

CRM Customer Service Features

Ticketing & case management

Automatically create cases and set priorities. Assign tickets to individual users or groups (queues). Track all emails, notes and activities in one place. Synchronize with Outlook, Exchange/Office365 or Google Apps.

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Identify unhappy customers
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Measure your SLAs
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Manage agent workload
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Case allocation
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Reports & dashboards
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Address recurring issues
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Create a knowledge base
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Multi-channel support
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Having issues with data quality?

Workbooks offers data deduplication and data quality tools that can be used directly inside our CRM platform: identify duplicate records en masse, using advanced fuzzy matching algorithms, define rules when merging records in bulk and automate the process to make sure your data always stays clean.

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Get started for as little as £25 a month!

Whatever your business needs, we have a solution for you.

Standard Edition $39

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
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Business Edition $79

per user per month billed annually

  • Sales Management
  • Marketing Management
  • Customer Service Management
  • Order Management
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Did you know?

You can mix and match editions of Workbooks so you only pay for what you need.

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