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Product Quick Facts

Industry Specialties
Advertising / Media / Publishing, Computer and Technology, Manufacturing
Works Best For
Mid Sized Businesses, Small Sized Businesses

About Workbooks CRM

Workbooks provides a feature-rich and cloud-based CRM) solution that enables small to mid-market organizations to efficiently acquire, convert and retain customers.

Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction.

Workbooks extends beyond sales, marketing, and customer support to include order management, fulfillment, invoicing, supplier management, and integration with other business systems, resulting in streamlined business processes, reduced costs and improved business intelligence.

Workbooks owns, provides and delivers the technology. Requirements discovery, implementation, training and ongoing support are all carried out by in-house Professional Service and Customer Support teams, not third-party channel partners. This approach typically results in a shorter implementation schedule.

Workbooks joins up the entire organization around data and processes – promoting teamwork and collaboration, providing a single 360° view of customers, and the information is accessible anytime, anywhere. Users see increased productivity, streamlined operations , more insightful decision making, resulting in a business better equipped to differentiate against the competition.

Still not sure Workbooks CRM is right for you? Use our Product Selection Tool to compare other CRM software solutions. Have questions? Call one of our unbiased Technology Advisors for a free consultation.

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