Marketing Automation

Online Lead Capture

Using Workbooks’ Web-to-lead functionality, you can capture leads directly from your own website into Workbooks CRM, allowing you to:

  • Create different forms to capture and classify different types of leads
  • Automatically assign leads to queues and notify your sales team members
  • Capture the source and campaign of the lead
  • Capture any other information you need to track for detailed reporting of marketing campaign successes
Distribute Leads

Efficiently distribute leads to your sales team through Workbooks’ ‘Assigned To’ functionality, helping you to manage your lead flow process more effectively. You can ensure your team’s workload is spread evenly or that key lead types are assigned to specialists within your organisation for the greatest chance of a successful conversion.

Leads can be assigned automatically to the correct staff member, along with scheduled follow-ups for your colleagues to ensure your leads are being actioned effectively. You can even create reports to show which leads haven’t been progressed promptly, to ensure sales opportunities aren’t lost.

Integrate with Google Adwords

Workbooks’ CRM for marketing functionality integrates with Google Adwords, enabling you to track which of your online campaigns are the most effective. You can:

  • Track ‘Organic’ and ‘Pay-per-click’ leads
  • Identify which keywords generate the most leads
  • Monitor which Google Adwords campaigns and ad-groups are most effective and warrant further investment

Through the powerful reporting tools and the ability to sort, group and filter data based on any criteria, Workbooks’ CRM for marketing functionality can help you to target your market more effectively. allows you to:

  • Efficiently segment your data based on any field for flexible reporting and analysis
  • Target customers based on previous purchase history and known preferences
  • Target your competitors’ customers
  • Market to customers based on any criteria which makes sense to your business.
Campaign Management

With the Workbooks Marketing tools you can structure all of your marketing activities into Campaigns, identify which are the most successful and even allocate costs and budgets. Once you have identified your target prospects you can add them as campaign members. Our customers use ‘Marketing Campaigns’ to target new prospects and to manage communications to existing customers.

E-mail Marketing

Quickly and simply create and send professional rich HTML emails from within Workbooks CRM. Create your own email templates using the rich editor, or alternatively import the HTML code of your existing email marketing templates directly into the email editor.

With Workbooks you can create multiple mailing lists from previous campaigns allowing you to quickly and easily communicate with customers and prospects.

Workbooks CRM also allows the creation of 'Mail Shots,' which enable you to send personalised emails in bulk to members of your mailing lists. These emails can then be stored against the ‘Person’ or ‘Lead’ record, so you can easily see the history of the communication with your sales prospects. Workbooks CRM allows you to specify the 'From' and 'Reply To' email address, as well as providing 'unsubscribe' functionality for the convenience of your customers.

Use Campaigns to Measure ROI

Unlike many other CRM solutions, Workbooks offers an insight into how you are spending your marketing budget and which of your marketing activities are actually generating sales.

Workbooks CRM enables you to associate costs and supplier transaction documents with a Campaign, measuring your total expenditure for that marketing effort. More importantly however, Workbooks lets you track which leads ultimately convert into orders and invoices. This allows you to accurately measure the return on your marketing investment, based on actual costs rather than just estimates.


With CRM, you can record the budget and actual spend for each marketing campaign. By additionally associating supplier purchase orders with a campaign, you can keep a close eye on how much of your budget you have spent, in real time.

Team Management

Use ‘Activities’ to manage your day-to-day workload and keep on top of the outstanding actions. You can schedule tasks and meetings and assign them to other team members. You can even associate them with specific Marketing Campaigns.

Marketing Leaders can see a consolidated list of outstanding activities, ensuring that project milestones are hit and campaigns are delivered on time.

Manage Suppliers

In fast-moving marketing teams it is always difficult to keep track of different suppliers. Use Workbooks CRM to categorise the suppliers you use, such as tracking all the PR agencies or web designers you work with. You can record ‘Notes’ on their previous performance or even use a ‘Custom Field’ to build a rating.

Use the ‘Purchase Ordering’ functionality to raise professionally presented orders on your suppliers and keep a full transaction history against their record. This gives you complete control over supplier spend without having to rely on your finance team.

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