This post was most recently updated on May 18th, 2015
Last Updated on 5 years by RichBohn
This CRM Review examines Workbooks.
In-Depth CRM Review
Workbooks Online Ltd.
Unit 9 Suttons Business Park
Suttons Park Avenue
Reading, RG6 1AZ
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Founded in 2007 in the UK by a successful team of entrepreneurs, Workbooks.com has rapidly become one of the fastest growing providers of web-based CRM and Business Applications.
Our suite of Business Applications are specifically designed for small and mid-size organisations and are delivered via Software-as-a-Service, therefore removing the traditional requirements of having hardware to maintain and software to install and support.
Our joined-up approach to business means Workbooks CRM and Workbooks Business can help to streamline your whole business, increasing productivity and performance through efficiency gains. Not only can our suite of applications help you to increase sales and track key business information but they’ll help improve your quality of service and help to reduce your operational costs.
Our customer base spans many industry sectors including Finance, Professional Services, Insurance, Not-for-profit organisations, IT, Telecommunications, Construction, Transport & Logistics and Manufacturing. We pride ourselves on providing outstanding levels of customer commitment and customer service to all our customers. As a UK based company, with our engineering team working alongside our support team, we are on hand to respond quickly and efficiently to any questions that may arise.
About the Product:
At Workbooks.com we understand the needs of small and mid-size businesses. We recognise you are constantly looking to find ways to improve your business, offer your customers better service, increase revenues and improve your profitability.
We also know that your IT systems need to be simple to use, must deliver the functionality you need and mustn’t cost a fortune.
Use Workbooks to generate more Leads and maximise your marketing return on investment. Integrate with Google Adwords, capture Web Leads, import and segment your data, generate campaigns, create and send targeted HTML emails, track leads through their life cycle. >> Learn More
Increase your sales success and drive revenue growth. Give your sales team the tools to make them more effective, including Activity management, Opportunity tracking, Pricing and Forecasting tools. Analyse your sales success, build accurate sales forecasts, track individual sales performance and analyse key performance indicators such as win, loss and competitive deals. >> Learn More
Streamline your sales order processing with Workbooks and improve business productivity. Create and effectively manage your Transaction Documents including Sales Orders, Supplier Purchase Orders, Sales Invoices and Credit Notes. >> Learn More
Improve the quality of service you deliver to your customers. With Workbooks you can manage all your customer support enquiries, allocate case numbers, set priority levels, identify issues and ensure Activities are followed-up. Your customer service teams also benefit from seeing the complete customer history including sales Activities and order history. >> Learn More
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
Rich’s Video Highlights of this CRM solution:
Rich’s View of Workbooks:
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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