TAKE YOUR BUSINESS TO THE NEXT LEVEL
MARKETING
- Segment & target
- Capture & manage leads
- Campaigns & events
- Marketing Automation
- Dashboards & analytics
SALES
- Track opportunities
- Manage pipeline
- Forecast accurately
- Workflows & approvals
- Monitor performance
ORDER PROCESSING
- Easy quotations
- Simple order processing
- Invoicing
- Credit notes
- Digital signature
CUSTOMER SERVICE
- Support ticketing
- Workflows & automation
- Service metrics
- Unified customer experience
- Self-service
GROW REVENUE
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.
CATEGORY LEADER Q1 2019
4.36 out of 5 (101 reviews)
TOP RATED 2019
4.3 out of 5 (28 reviews)
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4.5 out of 5 (101 reviews)
HIGH PERFORMER SUMMER 2019
4.3 out of 5 (447 reviews)
CUSTOMER SUCCESS
SEE HOW WORKBOOKS CAN HELP
Palagan
“Workbooks helps us provide a better experience for our customers – a major differentiation.”
Adam Priestley, Business Development Manager
Law Business Research
“We have managed to increase the number of leads by 240%, conversions by 130% and the overall revenue by 10% in our renewal and subscription business.”
Ron Doobay, Chief Technology Officer
SAV Systems
“Workbooks CRM has become one of those business-critical tools that we just could not do without.”
Jose de Almeida, General Manager
Aspin
“I now have better visibility of business metrics. My business has become more predictable. I make informed decisions and I can prioritise better.”
Nathan Aspin, CEO
soak.com
“What we loved about Workbooks was their flexibility. We took the project live in 6 weeks, definitely the fastest that soak.com have ever done.”
Ilyash Dedat, Customer Service Director
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