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Everything you need from a CRM platform

Work the way you want with a fully customisable CRM and marketing automation platform.

All the support you need with software and services from a single provider. Let’s work together.

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Everything you need from a CRM platform thumbnail
Unlock a more <span>unified</span> view of your business thumbnail

Unlock a more unified view of your business

From marketing and finance to sales and customer service, bring your entire organisation together through teamwork and collaboration.

Real-time insights into your clients thumbnail Real-time insights into your clients

Take action confidently with the real-time insights you need to make better decisions, faster, with an accurate overview of your data and metrics.

Optimise performance and workflows thumbnail Optimise performance and workflows

Make the most of your time and money by continually improving the way you work. Manage your day-to-day workload and ensure milestones are hit on time.

Grow long-term revenue sustainably thumbnail Grow long-term revenue sustainably

Give customers the best experience possible by putting them at the heart of your business and build lasting, profitable relationships.

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See why our customers love us

Overall, Workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. This tool has helped me to organise and bring out more details from that. The account management and forecast have really helped me with planning.

Ruban D Technical Staff, Information Technology and Services  thumbnail

Workbooks was head and shoulders above the hundreds of ‘me-too’ CRMs in terms of capability. The level of engagement from the Workbooks team is refreshing…The majority of our revenue now comes from Workbooks, and it is the product we lead with.

Don Wiid Director, CRM Insights  thumbnail
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Streamline your CRM journey from start to finish

Workbooks is a simple, yet powerful, all-in-one solution that works with you to achieve your business goals,
all the while lowering cost and risk.

Account management thumbnail Account management

Build strong relationships and get a 360° view of all customer interactions. Track activities, up-sell opportunities, and identify “at-risk” customers.

Pipeline and opportunity management thumbnail Pipeline and opportunity management

Monitor the progress of every opportunity and improve your pipeline’s quality by measuring effectiveness and how well it converts.

Targeting/segmentation thumbnail Targeting/segmentation

Build more complete records of your ideal customer in order to gain insights and deliver value through more targeted and effective activities.

Marketing automation thumbnail Marketing automation

Create leads, increase conversions and strengthen customer relationships with fully integrated marketing software.

Customer support thumbnail Customer support

Automatically create, assign, and prioritise cases. Track all issues in one place and synchronise with apps like Outlook, Office365, or Google.

Order management thumbnail Order management

Improve order creation, processing and fulfilment for the best experience possible. Sync with finance and ERP systems for maximum visibility.

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Achieve CRM success with Workbooks

Workbooks CRM connects your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based solution.

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