Workbooks CRM Analytics Visitor Identification

Your business is always on the lookout for more leads to drive business growth, and your website is most likely to be a core element to your marketing strategy.

But only a small percentage of your website visitors will actually make contact with you – many just look around and then leave. Who are those people? What are they interested in? What are they looking at on your website?

Getting this information is easy with Workbooks Web Insights. Web Insights is a web analytics tool that identifies your website visitors and tracks what they are looking at (pages viewed). And because Web Insights is part of the Workbooks suite, the online activities information is automatically recorded against Organizations, Leads and People in Workbooks CRM, giving you ‘in context’ actionable insights that can truly transform your sales engagement.

Get started below with your free trial below:

Start Web Insights Trial
Workbooks CRM Analytics Visitor Identification

By connecting website analytics directly into CRM, sales teams can see what their prospects are viewing, identify leads more quickly and close more sales. John Cheney – CEO

John Cheney CEO - Workbooks CRMJohn Cheney, Chief Executive Officer, Workbooks
Workbooks CRM Analytics
Workbooks CRM Analytics


With Web Insights, you can easily find out the companies that are on your website. You get demographic information to help you validate that they are the right target for your business. And you also get information about the key decision makers so that you can contact and nurture them.

Web Insights uses advanced analytics to identify organizations by IP address and individual visitors via cookies. Leveraging both public and the CommuniGator vast private database, Web Insights gives you access to millions of records and offers one of the highest and most accurate IP match rates in the industry.

Combine this data with the information you already have in Workbooks CRM and you get a detailed understanding of your website visitors, helping you to easily and automatically identify new leads for your business.

Workbooks CRM Visitor Tracking


With Web Insights you can track which pages visitors are looking at on your website. And using page scoring, Web Insights can help you identify the ‘hot’ opportunities so that you can prioritize accordingly.

Web Insights reports include:

  • Hot new prospects on your website
  • People on your website today, last 7 days, last month…
  • Most viewed pages by visitor type
  • People on your website with an open opportunity

By combining website traffic analytics with your CRM information, Workbooks Web Insights helps you:

  • Identify new leads in real-time, including which ones to focus on first
  • Identify who in your current sales pipeline is actively researching or engaged, and get valuable insights that help you be more pertinent, take more informed decisions on what do you next and drive a more effective sales cycle

The value of Web Insights extends beyond generating more leads, accelerating sales cycle and closing business more effectively. By better understanding what content is of interest to whom, you can maximize your website ROI, provide better customer experience and easily identify cross-sell and up-sell opportunities.

Workbooks CRM Visitor Tracking
Start Web Insights Trial

Web insights give you the knowledge to drive a more effective sales cycle and a better customer experience. Web Insights gives you an edge you never had before.

Powered by Communigator Logo