Workbooks CRM

All-in-one CRM and Marketing Automation software
for growing businesses

 
MARKETING
  • Segment & target
  • Capture & manage leads
  • Campaigns & events
  • Marketing Automation
  • Dashboards & analytics
 
SALES
  • Track opportunities
  • Manage pipeline
  • Forecast accurately
  • Workflows & approvals
  • Monitor performance
 
ORDER PROCESSING
  • Easy quotations
  • Simple order processing
  • Invoicing
  • Credit notes
  • Digital signature
 
CUSTOMER SERVICE
  • Support ticketing
  • Workflows & automation
  • Service metrics
  • Unified customer experience
  • Self-service

GROW REVENUE

Improve the effectiveness of sales and marketing teams and get the insights you need to identify and seize business opportunities.
Whether it’s winning new customers or finding new ways of delivering more value to existing customers, Workbooks gives you visibility and effective control over the key ways to improve performance.

IMPROVE CUSTOMER EXPERIENCE

One clear way to differentiate and generate loyalty is to ensure that your customers’ experience is consistently excellent and that it’s enjoyable and memorable for all the right reasons.
Workbooks offers an integrated set of tools that span the entire customer life cycle, from lead generation and sales management to project delivery, order fulfilment and customer support.

REDUCE OPERATIONAL COSTS

Save money through automation, simplifying and streamlining business processes and freeing up your staff to spend time on what really matters.
With Workbooks you can embed best practices throughout your operations, increase agility and reduce inefficiencies across your entire business.

IMPROVE DECISION MAKING

When you have the power to interrogate data from across the business, glean patterns and trends or identify issues – and opportunities – you obtain insights that drive innovative and strategic thinking. Workbooks offers powerful dashboards and reports that provide the right information to the right people at the right time.

OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.
WHY NOT JOIN THEM?

Try the best cloud CRM software for your business, free for 30 days.

No commitment, no credit card required.

Questions? Talk to our friendly team on +61 3 9041 9493