Workbooks

More than CRM, Workbooks is a platform to manage your entire business, from marketing to sales to customer service.

Workbooks offers a cost-effective, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables growing organisations to efficiently acquire, convert and retain customers.

Workbooks was recognised as a Leader in G2's Spring Grid Report 2021 and named in the Top 20 by Capterra in 2020.

Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, it empowers customer support teams to deliver exceptional service. Beyond this, the solution also includes order management, fulfillment, invoicing and supplier management. 

Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, providing a single 360° view of customers, and enabling for the information to be accessible anytime, anywhere.