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BY NEED

 * 
   Marketing
 * 
   Sales
 * 
   Customer Service
 * 
   Commercial Operations


BY INDUSTRY

 * Media & Publishing
 * Business Services
 * Manufacturing
 * Technology
 * Transport & Logistics
 * Accounting

Solutions By Need
 * 
   Marketing
 * 
   Sales
 * 
   Customer Service
 * 
   Commercial Operations

Solutions By Industry
 * Media & Publishing
 * Business Services
 * Manufacturing
 * Technology
 * Transport & Logistics
 * Accounting

Useful Links
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IT’S ALL ABOUT THE R IN CRM

If you want a really positive relationship with a CRM vendor, we’re here for
you. We’ll understand your unique requirements, and what success looks like.

We then customize the most relevant and risk-free CRM platform for you by
combining our software and implementation expertise.

Meaning you can enhance customer relationships, increase revenue and improve
retention.

It’s everything you need from a CRM platform.

Request a Demo


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CHECK OUT OUR INTERACTIVE PRODUCT DEMO!



CRM for Sales CRM for Marketing CRM for Commercial Operations CRM for Customer
Service


WORKBOOKS IS A CRM SOLUTION THAT GIVES YOU MORE

CRM FOR SALES

For sales teams aiming to better identify opportunities, increase deal closures,
and boost revenue growth.

Workbooks provides sales pipeline management software to optimize business sales
processes. Learn more about the benefits of CRM for sales here.

Discover Sales CRM


CRM SALES FEATURES

Full visibility on KPI fulfillment and timelines
Synchronization with Outlook, Microsoft 365 and Google Workspace
Accurate forecasting data to assist with business planning


WORKBOOKS IS A CRM SOLUTION THAT GIVES YOU MORE

CRM FOR MARKETING

For marketers aiming to execute campaigns, generate higher-quality leads, and
monitor return on investment.

Workbooks gives you an automated marketing CRM that supports businesses to
execute campaigns, measure ROI and strategize effectively.

Discover Marketing CRM


CRM MARKETING FEATURES

Customer segmentation and email templates
Full visibility on campaign performance metrics
A comprehensive event management platform


WORKBOOKS IS A CRM SOLUTION THAT GIVES YOU MORE

CRM FOR COMMERCIAL OPERATIONS

For finance and sales teams aiming to drive more efficiency and collect cash
faster.

Workbooks is a CRM platform specializing in order, contract and supplier
management. Learn how to streamline commercial operations with CRM here.

Discover Commercial Operation CRM


CRM COMMERCIAL OPERATIONS FEATURES

Seamless data integration with finance and ERP systems
Bespoke automations for CPQ, contract approval and more
Adjustable compliance rules and tax schemes for each legal entity


WORKBOOKS IS A CRM SOLUTION THAT GIVES YOU MORE

CRM FOR CUSTOMER SERVICE

For teams striving to enhance customer value and boost overall satisfaction.

Turn customer service into a competitive advantage with the Workbooks customer
service CRM. Learn more about CRM tools for customer service here.

Discover Customer Service CRM


CRM CUSTOMER SERVICE FEATURES

A self-service web portal for customers to log and resolve queries
Real-time case data for assessing trends and peaks
Actionable insights from reviews and feedback


DISCOVER YOUR CRM BY INDUSTRY


MEDIA & PUBLISHING

Workbooks CRM connects each business function to deliver value to media and
publishing companies.

Find Out More


BUSINESS SERVICES

CRM provides the tools professional services firms need to offer superior
customer service.

Find Out More


MANUFACTURING

Our CRM for manufacturing will transform your sales, marketing and customer
service processes.

Find Out More


TECHNOLOGY

Workbooks is a specialized CRM for IT and technology companies that optimizes
your lead generation and customer interactions.

Find Out More


TRANSPORTATION & LOGISTICS

Workbooks transportation and logistics CRM can transform your customer
experience, attract sales leads and streamline processes.

Find Out More


ACCOUNTING

Our Accounting CRM streamlines your business development processes and
integrates fully with your accounting software.

Find Out More

"With Workbooks, we're bringing the right people together to deliver outcomes
that benefit the UK economy."
Ian MacGregor, Director, Knowledge Transfer Network
Your browser does not support the video tag.
"The implementation was really smooth. Workbooks held our hands, making sure we
were not alone in the whole process."
Sarah Kennedy, Strategic Development Manager, STV
Your browser does not support the video tag.
"Workbooks took the time to understand our challenges and pain points, allowing
them to present a much more personalized solution."
Chris Roessler, VP Marketing and Advertising, Rotary
Your browser does not support the video tag.
"With Workbooks, we're bringing the right people together to deliver outcomes
that benefit the UK economy."
Ian MacGregor, Director, Knowledge Transfer Network
Your browser does not support the video tag.
"The implementation was really smooth. Workbooks held our hands, making sure we
were not alone in the whole process."
Sarah Kennedy, Strategic Development Manager, STV
Your browser does not support the video tag.
"Workbooks took the time to understand our challenges and pain points, allowing
them to present a much more personalized solution."
Chris Roessler, VP Marketing and Advertising, Rotary
Your browser does not support the video tag.
"With Workbooks, we're bringing the right people together to deliver outcomes
that benefit the UK economy."
Ian MacGregor, Director, Knowledge Transfer Network
Your browser does not support the video tag.



HOW DOES WORKBOOKS COMPARE TO OTHER VENDORS?

WITH WORKBOOKS YOU GET...

 * Software and implementation from one organization
 * A co-funded workshop to guarantee shared success
 * Free consulting days to ensure a smooth implementation

WITH OTHER VENDORS YOU GET...

 * Pressured to buy before understanding implementation costs
 * Software that has to be deployed by a third party
 * To pay full cost for implementation

Request a Demo


WITH WORKBOOKS YOU CAN


CUSTOMIZE

We understand that every team is unique. Whether you’re in Marketing, Sales,
Operations or Customer Services, our platform can be seamlessly customized to
suit your specific goals.


STREAMLINE

With Workbooks CRM, your teams can collaborate effortlessly, ensuring everyone
stays on the same page. Automate mundane tasks, track leads, and manage customer
interactions, all in one place.


GROW

Happy customers are loyal customers. Workbooks empowers you to deliver
personalized experiences to leave a lasting impression. Strengthen customer
relationships, drive sales, and watch your business flourish.


+44 0118 3030 100
success@workbooks.com

Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading,
RG6 1AZ,
United Kingdom

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PRODUCTS BY ROLE

 * Marketing
 * Sales
 * Customer Services
 * Commercial Operations

PRODUCTS BY INDUSTRY

 * Accounting
 * Business Services
 * Manufacturing
 * Media and Publishing
 * Technology Companies
 * Transport and Logistics

USEFUL INFORMATION

 * About Us
 * Resources
 * Support
 * Careers
 * Customer Stories
 * Contact Us

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