Project Description

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THE ALTERNATIVE FOR THE MID-MARKET

Many companies are spooked by change. They are anxious about the up-evil of making a bad decision and so they stick with the status quoOOOOooo when it comes to their CRM platform. But this could be the worst decision ever! If you want to create the right environment for your organization to prosper, you need the right tool in place.  So don’t be scared… and start thinking about a s-witch to Workbooks CRM.

  • License Costs:  Does the cost of your current CRM make you want to sCReaM?

  • Failed Implementation:  Does it make your skin crawl? Is there a ghost round every turn?

  • Vendor Relationship: Are you working with a third party that is a right pain in the neck?

SWITCHING CRM DOESN’T HAVE TO BE HARD

Think switching CRM is a long winded, time consuming and painful process? Then think again. With more and more organizations turning to Workbooks, we have made it easy and risk-free.

We help you crystallize what success looks like for your business. We define your most important outcomes, help set out the best way to achieve those using our platform and scope your project with you. With our proven migration path, moving your data into Workbooks CRM becomes easy and pain free.

And you can tap into our in-depth knowledge, experience and best practices. Workbooks technical architects, engineers and consultants help you build automations and integrations to external systems that fit perfectly around your business processes and help streamline your operations. From training to on-going support, we accompany you, step by step, throughout your entire journey, to ensure that you quickly get and continue getting value.

The buck stops with us! Our mission, is to make you successful, as individuals and as a business.

Amstore

Our initial CRM served us well for a while but it couldn’t be adjusted to meet our needs in a cost effective or time efficient way, so we made the decision to look for a new vendor. We were instantly attracted to Workbooks: not only did it offer easy implementation without a large set-up fee, the licence pricing was also very reasonable and the amount of support and training was very appealing. ”

Marcelo Bustamante, Director

TAKE YOUR BUSINESS TO THE NEXT LEVEL WITH WORKBOOKS

  • Segment & target
  • Capture & manage leads
  • Campaigns & events
  • Marketing Automation
  • Dashboards & analytics
  • Track opportunities
  • Manage pipeline
  • Forecast accurately
  • Workflows & approvals
  • Monitor performance
  • Easy quotations
  • Simple order processing
  • Invoicing
  • Credit notes
  • Digital signature
  • Support ticketing
  • Workflows & automation
  • Service metrics
  • Unified customer experience
  • Self-service
BROWSE ALL WORKBOOKS FEATURES

WITH WORKBOOKS, YOU’RE IN SAFE HANDS.

To compare Workbooks to other CRM platforms – from a user perspective, download the latest G2 CRM report.

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By using Workbooks award winning CRM you are guaranteed success.

  • NO need to spend hundreds if not thousands of pounds to cover all your customer-facing departments’ needs. Most marketing, sales, customer service and sales order processing features come straight out-of-the-box.

  • NO third party influences and no hidden costs during implementation. You can trust our team to help get you up and running and ensure you get value quickly.

  • NO vast amount of training is needed to become an expert. Designed for SMEs, Workbooks CRM is intuitive and easily configurable for fast and wide adoption.

  • NO bother. You know you have made the right choice with Workbooks CRM, the solution with the highest NPS score of all major vendors.

Contact us today to discuss switching to Workbooks, the alternative for the mid-market.

OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.

WHY NOT JOIN THEM?

Try the best cloud CRM software for your business, free for 30 days.

No commitment, no credit card required.

Questions? Talk to our friendly team on +1 860-438-6647

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