Workbooks CRM

Description

Fire up your sales team, boost your revenue and streamline your business processes
Workbooks.com is one of the fastest growing providers of cloud based CRM and business applications. The Workbooks suite of products are designed specifically for small and mid-size organisations, at a price they can afford, with functionality that can transform their business.

The Workbooks CRM Edition delivers easy-to-use sales force automation, marketing management and customer support tools. Unlike traditional CRM solutions, the Workbooks Business Edition extends beyond the core CRM capabilities to include order management, order fulfilment, invoicing and supplier management.

Workbooks customers are transforming their businesses by adopting our technology, which provides them with the tools to drive sales growth, automate processes to reduce operational costs, and improve the quality of service they provide to customers. With real-time visibility of Key Performance Indicators (KPIs), the Workbooks solutions provide the framework to better manage business risk.

Our online applications remove the traditional requirement for small and mid-size businesses to select, purchase, implement, integrate and manage separate CRM and back-office software and associated hardware; in contrast Workbooks is ready for use as soon as one subscribes - and starts to deliver value immediately.

Benefits:

• Simple windows-like Web 2.0 interface – easy to use and quick to adopt
• Track customers from prospect through to cash
• Manage your pipeline, track opportunities and make better informed decisions to maximise sales
• Set up marketing campaigns, import and segment data and measure ROI
• See accurate reports from across the whole business, not just the sales team
• Benefit from a truly holistic view of customers and prospects
• Empower your support team to provide better customer service
• Streamline your businesses sales order processes
• With a single click, convert quotes into sales orders and sales orders into invoices
• Web based: No hardware or software required
• Desktop and Mobile (iPhone, Android) user interfaces

Features:

Workbooks CRM includes key features to assist in a number of important operations, including:

• Sales Force Automation
• Marketing Automation
• Sales Order Management
• Contract Management
• Customer Service & Support
• Supplier Order Management
• Invoicing and Cash Collection
• Company Management


Add-ons & Integrations:

• Integration available with Sage, Quickbooks and Xero accounting
• MailChimp
• Google Apps
• Google Analytics and Google Adwords
• Microsoft Outlook
• API Integration

Price:

• Business Edition: £39 per user per month
• CRM Edition: £19 per user per month