Headquartered in Reading, UK, with an office also in Connecticut, US, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organizations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfilment, invoicing and supplier management functionalities.
This is not a departmental solution, but a true end-to-end CRM solution. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve their engagement with clients.
Software features
- API Access
- Contact Management
- Contract Management
- Database Management
- Funnel Reporting
- Integrations
- Performance Reporting
- Pipeline Management
- Quotation Handling
- Cloud
Quick spec
Product details
Supplementary Features
- Customer Service Automation
- Marketing Automation
Customer Size
- Small (1-50 users)
- Medium (51-200 users)
- Enterprise (201+ users)
Other Features
- Multiple Locations
- Multiple Currency
- Customizable
Hosting Method
- Cloud
Download more information
Workbooks CRM
Download your extended software profile for Workbooks CRM. Get more information about features and pricing.
DownloadRelated articles
-
Conga releases updates for Composer, ActionGrid, Novatus products
Business productivity software company Conga announces updates to three of its products
-
A guided tour of Salesbox's latest updates
Salesbox CEO Andreas Lalangas talks us through all of his CRM product's latest updates
-
CRM requirements gathering: your complete guide
All you need to know about how to draw up a list of CRM requirements, and how to communicate thes...
Workbooks CRM
Pricing Guide
Workbooks CRM
Download your pricing guide by completing the form below.
Workbooks CRM
Price Quote
Workbooks CRM
Complete the form below to access a video demo of this software.
Quickly Compare with Similar CRM Systems
Other Users often Compare these Four Solutions
-
Workbooks CRM
-
Microsoft Dynamics 365 for Sales
-
Salesforce
-
Insightly CRM
Get Your CRM Software Comparison
Download your bespoke report in a single pdf.
Workbooks CRM
Extended Software Profile
Workbooks CRM
Get your extended software profile by completing the form below.
Workbooks CRM
Extended Software Profile