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.
CATEGORY LEADER Q1 2019
4.37 out of 5 (103 reviews)
TOP RATED 2019
4.3 out of 5 (28 reviews)
TOP 20 CRM 2020
4.4 out of 5 (103 reviews)
HIGH PERFORMER SUMMER 2020
4.3 out of 5 (473 reviews)
NEW TO CRM?
Try our Jumpstart for Sales and Marketing and be up and running in a matter of weeks.
- An on-boarding manager assigned to you to help you adopt the platform
- Pre-configured Workbooks CRM database
- A set of pre-defined sales and marketing processes, templates and workflows
- Free onboarding* including configuration, data import and training
NOT HAPPY WITH YOUR CURRENT CRM?
Try our Shared Success to ensure your CRM delivers the outcomes you expect!
- An initial workshop to discuss what success looks like for your organization.
- We’ll translate your outcomes into CRM requirements and define a CRM project roadmap, resource requirements and budget.
- Free implementation* of a bespoke solution in line with your needs and business processes.
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
Elos Medtech
“Workbooks proved to be that “right-sized” solution we were looking for with the capabilities of pulling data from multiple ERP systems and providing a platform for our teams world-wide to be able to share information.”
Tim Tuner, Elos Medtech, Memphis
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
Knowledge Transfer Network
“KTN is now working together as one to deliver all the data and insights we need as a business.”
Ian McGregor, Director
