Key Benefits

  • Mailshots and Mailing Lists
  • Opportunity and Quotation records
  • Supplier Purchase Orders
  • Relationship Mapping

Overview

Workbooks provides an affordable, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers.

Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management.

Workbooks joins up the entire organisation around data and processes – promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

Our high customer satisfaction rating, the number of businesses switching to Workbooks and the accolades we have received from the industry are all testament to our commitment to customer success.

Pricing

CRM
$34
per user per month billed annually
  • Account & Contact Management
  • Sales Management & Automation
  • Marketing Management
  • Customer Service Management
  • Automation Engine & Workflows
  • Customisable Layouts
  • Security
  • Data Management
  • Reporting & Dashboards
  • Mobile
  • Sandbox & Testing
BUSINESS
$71
per user per month billed annually
  • Account & Contact Management
  • Sales Management & Automation
  • Marketing Management
  • Customer Service Management
  • Order Processing
  • Invoicing & Credit Notes
  • Automation Engine & Workflows
  • Customisable Layouts
  • Security
  • Data Management
  • Reporting & Dashboards
  • Mobile
  • Sandbox & Testing
EVENTS
$152
per user per month billed annually
  • Account & Contact Management
  • Sales Management & Automation
  • Marketing Management
  • Customer Service Management
  • Order Processing
  • Invoicing & Credit Notes
  • Automation Engine & Workflows
  • Customisable Layouts
  • Security
  • Data Management
  • Reporting & Dashboards
  • Mobile
  • Sandbox & Testing
  • Events Management

Features

  • Analytics and Reporting
  • Contact & Lead Management
  • Email, Marketing & Campaigns
  • Integrations Available
  • Sales Automation
  • Sales Pipeline or Goal Management
  • Social Media Integration
  • Task Allocation & Tracking
  • Team Collaboration
  • Organization, People and Sales Leads
  • Activities including Meetings and Tasks
  • HTML Email templates
  • Marketing Campaigns
  • Mailshots and Mailing Lists
  • Products, including pricing schemes for both customers and suppliers
  • Opportunity and Quotation records
  • Customer Orders
  • Supplier Purchase Orders
  • Invoices and Credit Notes
  • Events management
  • Account & Contact Management
  • Relationship Mapping
  • Marketing Management & Automation
  • Events Management
  • Sales Management & Automation
  • Order Processing, Invoicing & Credit Notes
  • Customer Service Management & Automation
  • Reports, Charts and Dashboards
  • Automation Engine & Workflows
  • Email Dropbox and Email2Case
  • HTML, PDF & Google Docs Output Documents
  • Web Services API & Web Processes
  • Security and Sharing Model
  • Data Management
  • Sandbox, Testing & Development Environments
Supplier Info
Contact Details