Project Description

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THE CRM FOR GROWING BUSINESSES

Change can be scary and this is why many businesses stick to the status quoOOOOooo – impeding their company’s potential.

If you want your teams to work spooktacularly together and for your organization to rise from the grave, then don’t be scared… Try Workbooks CRM today!

TAKE YOUR BUSINESS TO THE NEXT LEVEL

  • 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
FIND OUT MORE

WITH WORKBOOKS, YOU’RE IN SAFE HANDS.

g2 report 2020

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

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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. You can trust our team to help get you up and running and ensure you get value quickly.

  • FREE implementation*

  • 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.

*subject to our terms and conditions. Please contact us for more information.

IT DOESN’T HAVE TO BE HARD

Thinking that switching CRM is a long winded, time consuming and painful process? Then think again. Embarking on your first CRM implementation and worried about failure? No risk of that, we’ll accompany you every single step of the way.

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.

Whether your needs are fairly simple or very specific and complex, the buck stops with us! Our mission, is to make you successful, as individuals and as a business.

Chartered Accountants’ Benevolent Association (CABA)

“Prior to Workbooks we used a number of different systems but we were looking for something that would streamline our processes, remove duplication, improve reporting and enable us to respond more quickly to client requests. The Workbooks team helped us with the implementation and we have been very pleased with the outcome. On the whole, we are able to offer an improved service now we are using Workbooks CRM. ”

Natalie Worth, Head of Finance and Administration

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

TRY FOR FREE
REQUEST A DEMO