Workbooks CRM

Workbooks CRM

Workbooks CRM has won numerous awards over the last few years, due to its incredibly intuitive user interface. Workbooks’ Net Promotor Score (NPS) is higher than, according to G2 Crowd.

While its incredibly productive user-interface is unquestionable, it also packs a punch when it comes to configuration, automation and integration. It is perfect for business with 5 or more employees who need a system that is easy to use, yet powerful enough to become the heartbeat of a growing organisation.

How can we help?

Your first foray into th​​e CRM world?

Making a success of CRM is surprisingly complex. Call us for advice on the selection criteria you should use and how you can avoid the pitfalls.

Is your current system delivering ROI?

CRM fails to deliver ROI for many reasons. Call us to work out how to grow revenue, improve customer service, reduce operational costs and improve decision making.

Do you have an outdated system?

If you're concerned about the future of your current system, or simply want to move to a cloud-based system (hosted in the UK), then we can help.

Need better sales pipeline visibility?

A CRM system, implemented well, will help you monitor sales performance and model excellence, leading to insightful decisions and revenue growth.

Unsure which 50% of your marketing is working?

With advanced technologies like marketing automation and lead scoring, Workbooks can help you track the channels that are working and hone in on the leads that are ready to buy.

Need a central place for all your data?

If you are drowning in spreadsheets with inaccurate information, or have outdated information on whiteboards dotted around the office, CRM may be the answer for you.