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Workbooks JumpStart

The simple and affordable way to implement CRM

Need new CRM software but worried about disruption and high costs? With Workbooks JumpStart we’ll get you up and running quickly, for a fraction of the cost of a standard implementation.

JumpStart for Sales JumpStart for Marketing

JumpStart implementation

Get started quickly with preconfigured CRM software that meets the needs of sales and marketing teams.

  • Minimize disruption to employees

    By adopting the software quickly you don’t have to worry about a drop in productivity

  • Dodge the complex tech

    Get a package of useful functionality without paying for the extra features you don’t need

  • Stay on budget

    JumpStart is a more affordable option than standard implementations which can cost

Solution Partner Program

From a dedicated partner manager and toolkit to discounts and a free account – get everything you need to grow your revenue as a Workbooks solutions partner.
  • 1st Session

    Set up users, email integrations, accounting periods

  • 2nd Session

    Prepare your data, choose picklist values and add your products

  • 3rd Session

    Train users and set up springboards
  • 4th Session

    Post-go live check-in

Solution Partner Program Solution Partner Program
Sales teams Marketing teams

JumpStart for sales - what’s included?

Contact management

Store and track information on the organizations and people you work with.

  • Record notes
  • Track activities like meetings and phone calls
  • Create and send emails
  • Integrate with Microsoft Outlook to automatically surface your CRM data inside Outlook

Campaign and lead management

Stay on top of your lead management with information you can rely on.

  • Capture leads directly from your website
  • Get a pre-configured marketing dashboard to track lead flow
  • Get pre-configured reports to track opportunities by pipeline, new leads, converted leads, and more

Sales management and pipeline reporting

Manage your opportunities and use reports to stay on top of your sales pipeline.

  • See the forecast status, opportunity value, and gross margin of opportunities
  • Get pre-built dashboards so your sales team can track their activities, pipeline, and data that shows how sales team are using your CRM
Guide: Explore what’s included 

Package and pricing

Implementation doesn’t have to be slow or complicated. Get up and running quickly with a pre-configured system.  

£3,675 or $6,300  3-year contract agreement 
£7,350 or $12,600  1-year contract agreement
  • Opportunity and pipeline management 
  • Sales forecasting 
  • Account management 
  • Data import 
  • Outlook integration 
  • Azure/Office365 integration 
  • 6 days of implementation consultancy 
  • 2 days of System Admin training 
  • Remote configuration and build 
  • Contact and activity management 

A single clean data file (customers, prospects, related contacts).

Get started

JumpStart for marketing - what’s included?

Force24 is part of the Workbooks platform and gives you class-leading marketing automation tools.

Set up web tracking and lead scoring

Track conversion rates, page visits, and set up timelines to track data on who’s visiting your site.

  • Score leads based on interactions like page views and email clicks
  • Set high-value and goal URLs so sales teams can prioritize engaged prospects
  • Get accurate statistics with NHI/BOT detection that filters out BOT traffic

Create a personalized microsite

Drive conversions and improve the way you track campaign success with your very own microsite.

  • Send emails that link to your microsite to track opens and clicks
  • Build customized, branded landing pages – without needing a designer
  • Use your CRM data to tailor your communications

Build automated customer journeys across all channels

Automate email workflows that are sent when a trigger takes place – like someone reading your content.

  • Easily create workflows with a drag and drop journey builder
  • Map actions that trigger emails and create unique journeys for all kinds of customers – quickly respond to abandoned baskets or form submissions
  • Include email, direct mail, SMS and WhatsApp within customer experiences

Keep improving your campaign efforts

  • Get an easy-to-use drag and drop editor
  • Communicate across all channels with SMS messaging
  • Present the right content to the right people with dynamic content
  • Carry out A/B testing to keep perfecting your campaigns
Guide: Explore what’s included

Package and pricing

Implementation doesn’t have to be slow and complicated – get you up and running within 28 working days for a fraction of the cost!

£3,150 or $5,400
  • Drag and drop editor
  • Web and IP tracking
  • Web form and microsite builder
  • SMS messaging
  • Dynamic content
  • Lead scoring
  • Automation engine and journey builder
  • Campaign and A/B testing
  • Five days of implementation consultancy
  • Account set up
  • Branded email templates and microsite
  • Show you how to set up web forms
  • Preference center set up
  • Campaign and segmentation walk-through

All you need to get started on this package – A single clean data file (customers, prospects, related contacts) 

Book a call

“I would recommend Workbooks JumpStart implementation to a business that hasn't used a CRM before or has used very simple CRM before. I've recommended Workbooks to my wife's business and they're looking at it next year too.”

Rob Clarke, Motive8 Director

Frequently Asked Questions

What is JumpStart?

JumpStart is a type of implementation that Workbooks offer where we will set up your system for you. It will be preconfigured and designed to meet the common needs of sales and marketing teams.

Are there other types of implementation?

Yes, we offer three kinds of implementation for different needs and price ranges.

SelfStart: The most affordable option where you can configure your own CRM. This is great for those who have previous experience configuring CRM systems.

JumpStart: A lower-cost option that gives you pre-configured CRM software. We’ll get you set up quickly, train your team, and import your data.

Shared Success Program: A fully customized implementation where we’ll run a workshop to understand and deliver against your unique requirements. If you have more sophisticated requirements involving different departments and business processes, this is the best option.

What are the main benefits of a JumpStart implementation?

A JumpStart implementation is designed to get you up and running with your CRM software quickly and smoothly (within 15 days). The main benefits are:

  • Minimize the disruption to your employees: By adopting the software quickly you don’t have to worry about a drop in productivity
  • Stay on budget: JumpStart is a more affordable option than standard implementations which can cost
  • Dodge the complex tech: Get a package of useful functionality without paying for the extra features you don’t need

Are there any other implementation options?

Workbooks offer three options for implementation, JumpStart, SelfStart, and Custom Implementations. Check out this page to work out which one is right for you.

See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

Book a demo