Problems that solves

Decentralized IT systems

High costs of routine operations

Failure to attract new customers

Customer attrition

Low quality of customer support


Reduce Costs

Enhance Staff Productivity

Increase Customer Base CRM brings your Sales, Marketing and Customer Service teams together.


Workbooks CRM helps you run campaigns and generate more quality leads.  We give you the tools you need to execute your marketing strategy and measure ROI. Features to support Marketing Success Data Management, Profiling & Targeting Gather business intelligence on your target accounts/market. Manage all your accounts/contacts within your CRM. Target your ‘ideal’ customer, based on their profile.  Email Campaigns Segment your database. Use templates to send targeted email messages or integrate directly with leading email marketing providers such as MailChimp or dotmailer. Gain visibility of all prospect/customer interaction and track key metrics (such as open and click rates) against relevant marketing campaigns. Event Management Plan, organise and promote live events, webinars or training courses from within Workbooks CRM. Allow delegates to self-register and automatically manage scheduled communication to contacts.  Lead Scoring Allocate criteria to help sales and marketing prioritise their time. Distribute leads to the right teams for follow-up. Use scoring to ensure sales spend their time following-up on the deals most likely to convert. Website Analytics Turn anonymous traffic into sales by discovering who was on your website and what pages they viewed. Knowing visitor interests prior to a call will help sales conversion rates and marketing can nurture more effectively by sending the most relevant information. Supplier Management Typically you will have a multitude of partners who provide you with marketing services such as lead purchase, email marketing, lead nurturing, event management, design & print contractors etc. Track and manage these suppliers in Workbooks so the relevant information is stored in one place. Track Marketing Activities Manage your/your team's day-to-day workload and keep on top of outstanding actions to ensure project milestones are hit and campaigns are delivered on time. Tasks and Meetings can be associated with specific marketing campaigns to provide full visibility. Telemarketing Campaigns Data can be segmented and added to Marketing Campaigns to enable Telemarketing teams to focus on delivering targeted messaging. Track progress and review performance easily and effectively. Lead Management Identify your most profitable lead channels by tracking the source of your leads. Automatically assign leads to Marketing Campaigns. Categorise your leads and harvest relevant contact information in one place to help you convert more prospects into sales. Website Lead Capture Automatically capture leads from your website, assign them to queues/campaigns and notify your sales team members. Marketing Metrics Capture key information such as campaign ROI, lead volumes by source, lead conversion. Use Dashboards and Reports to ensure you have real-time information at your fingertips rather than spending time manually updating outdated spreadsheets. POs Management Manage your marketing expenditure more effectively. Raise Purchase Orders and track marketing expenditure for goods or services you are purchasing. Easily identify the current status of Supplier Orders and whether they have been approved/paid/delivered. Workbooks CRM enables you to work more effectively, to better identify opportunities, close more deals and grow revenue. Features to support Sales Success Contact Management & Prospect Profiling Use every interaction with a prospect to further your business intelligence. Capture knowledge, map relationships and segment your data to improve sales prospecting. Sync everything with Outlook, Microsoft Exchange/Office 365 or Google Apps. Opportunity Management Manage sales opportunities, improve conversation rates, drive best practice across your sales team and grow revenue. With a CRM system undermining your sales execution, you can ensure that your Sales people share a common methodology, understand where their prospects are in the sales process and address their needs effectively - ultimately increasing closure rates. Sales Performance Metrics Generate Reports and Dashboards that give you insight into your sales pipeline and performance. By understanding your sales performance you can improve execution, increase conversion rates and grow your revenues. Quotations Build professional looking quotations in a matter of minutes. Standardise terms and conditions, control discounting and ensure quotations are followed-up effectively. Tracking Sales Activities Record Sales Activities to ensure that Opportunities are progressed effectively and no calls are overlooked. Analyse which activities are the most productive and replicate these as best-practice examples for the whole team. Sales Forecasting Enable your sales people to forecast effectively. Identify your ‘best case’ and ‘commit’. Determine how likely those deals are to close and if your team is likely to hit target. Generate Reports and Dashboards to provide real-time visibility to sales teams and managers. Existing Account Management Manage your customers more effectively by using the data held in your CRM. Understand your customer landscape, improve retention rates, up-sell within an account. Improve your customer service. Order Creation & Processing Create and manage orders within your CRM. Turn quotes into orders with a single click and track the status of orders as they are fulfilled and invoiced.

User features

Organizational Features

Mobile users

Internet access is available for employees