Workbooks CRM

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

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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

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Workbooks CRM

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