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CRM for Sales

Work more effectively, better identify opportunities, close more deals and grow revenue
  • Improve sales execution and win more business
  • Manage your sales team with real-time reporting and activity tracking
  • Increase sales productivity with automated workflows, easy collaboration and a mobile app accessible anytime anywhere
  • Improve forecasting through visibility of your pipeline
  • Make insightful decisions
CRM for Sales

CRM Sales Features

Contact management

Use every interaction to capture knowledge and map relationships. Synchronize with Outlook, Exchange/Office 365 or Google Apps. Profile customers and tailor your approach.

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Track sales activities
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Opportunity management
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Automated workflows
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Forecast accurately
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Sales performance metrics
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Account management
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Subscriptions & renewals
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Order creation & processing
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Quotations
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Mobile
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Mapping
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Data enrichment
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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 functionalities 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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