Not just CRM
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
- Credit notes
- Digital signature
- Support ticketing
- Workflows & automation
- Service metrics
- Unified customer experience
Improve the effectiveness of sales and marketing teams and get the insights you need to identify and seize business opportunities.
Whether it’s winning new customers or finding new ways of delivering more value to existing customers, Workbooks gives you visibility and effective control over the key ways to improve performance.
IMPROVE CUSTOMER EXPERIENCE
One clear way to differentiate and generate loyalty is to ensure that your customers’ experience is consistently excellent and that it’s enjoyable and memorable for all the right reasons.
Workbooks offers an integrated set of tools that span the entire customer life cycle, from lead generation and sales management to project delivery, order fulfillment and customer support.
REDUCE OPERATIONAL COSTS
Save money through automation, simplifying and streamlining business processes and freeing up your staff to spend time on what really matters.
With Workbooks you can embed best practices throughout your operations, increase agility and reduce inefficiencies across your entire business.
IMPROVE DECISION MAKING
When you have the power to interrogate data from across the business, glean patterns and trends or identify issues – and opportunities – you obtain insights that drive innovative and strategic thinking. Workbooks offers powerful dashboards and reports that provide the right information to the right people at the right time.
ARE YOU READY TO TAKE YOUR BUSINESS TO THE NEXT LEVEL WITH CRM?
Download our readiness checklist to reference your CRM approach against and validate if you are ready to embark on a CRM journey.
SEE HOW WORKBOOKS CAN HELP
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