Workbooks

Workbooks is a cloud-based customer relationship management (CRM) system aimed at mid-sized organisations. It gives marketing, sales, support and back-office teams one shared view of their customers.

What Workbooks offers

• Marketing tools — Campaign management and lead generation.
• Sales tools — Opportunity tracking, forecasting and reporting.
• Customer support — Features for handling service requests.
• Back-office functions — Order management, fulfilment, invoicing and supplier management.
• Implementation — Workshops before signing that map out the customised system, plus a fixed-length set-up option called JumpStart.

Who it works with

Mid-sized businesses and organisations that want a CRM tailored to their own processes rather than a generic platform.

Key facts

• Set-up time: JumpStart implementations take 28 days
• Delivery: Cloud-based, reachable from anywhere
• Review rating: Named a High Performer by G2 in the US, UK and EMEA