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CRM for Finance

Improve order management with Workbooks CRM:

  • Improve your business forecasting and collect cash faster
  • Easily create and deliver accurate sales quotes
  • Automate an approval workflow to generate contracts and orders
  • Integrate digital signatures for an easy purchase experience
  • Sync the information with your finance and ERP systems for maximum visibility and efficiency
CRM for Order Management

CRM Order Management Features

Supplier management

Track all suppliers and their specific pricing. Apply rules and use schemes to drive accuracy. Track all communications against orders. Create supplier contracts and manage on-boarding processes, including risk assessments and quality audits.

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Quotations
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Order creation & processing
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Contract management
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Automation
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Order fulfilment
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Multi-currency / Company / Tax
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Real-time reporting
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Subscriptions & renewals
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Data quality
Data quality

Workbooks provides a range of data deduplication and data quality tools which can be used directly inside the Workbooks CRM platform – ensuring your data always remains clean.

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CPQ
CPQ

Configure, Price, Quote functionality to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately using a guided quotation process.

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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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