A next-generation system that gives you more than just membership management
Workbooks extends beyond CRM to support the membership management and commercial activities of Trade Associations and Membership Organisations.
Keep your data current, improve member communication, manage the commercial activities of your organisation and track management KPIs from one fully integrated cloud-based solution.
Workbooks membership CRM feature enables you to track and manage your members and their subscription renewals. You can create different membership levels with different prices and currencies. It is easy to integrate Workbooks CRM with your website, creating a membership portal so that your members can update their details and pay their subscription online. Invoices created in Workbooks can be easily synchronised with Sage, Quickbooks and other accounting systems.
Dynamic reports and dashboards allow you to monitor renewal levels, and you can even use the automation features in Workbooks to automatically send members an email when their subscriptions are due.
Membership CRM Management & Communication
Track details of all your members, the groups they belong to, their areas of interests, social media details, accreditations, certifications and CPD. With Workbooks you can see all the activities, emails, cases, opportunities and transactions you have ever had with your member, giving you full visibility of all the people and organisations you deal with, at a glance. This 360⁰ view of your contacts can significantly help you to shape your membership interactions appropriately, notably contributing towards improving your member experience.
Workbooks is fully integrated with Microsoft Outlook, enabling you to share emails you send and receive directly with Workbooks. You can also synchronise your calendar, tasks and contacts between Outlook and Workbooks ensuring all customer communication is captured in the CRM system.
Workbooks easily integrates with your website, enabling you to create a membership portal for subscription payments, donations, news and information and even online shopping.You can improve your members’ website experience by tailoring content based on attributes stored in your CRM database.
The Workbooks.com case management tool enables you to track all your member enquiries in a fully integrated CRM platform. In addition to the traditional ‘over the phone’ approach, our Email2case and Web2case features allow your members to raise enquiries online or via email without having to re-enter the details. All cases are automatically allocated a reference number and can be assigned to groups or individuals for workflow management, prioritisation and tracking.
Templates allow you to create answers to common questions, reducing the time you spend answering simple enquiries and improving the service you provide.
Track all your commercial activities such as advertising, sponsorships and events inside Workbooks. You can track donations, sales opportunities, build a pipeline, process orders and generate invoices.
Marketing Campaigns, Conferences and Events
Workbooks makes it easy to sort and segment your data and then build outbound communication campaigns to your members. Workbooks includes our own bulk email tool or you can use one of several integrated email marketing platforms such as MailChimp, dotMailer and Constant Contact.
Workbooks campaign management integrates the promotion and management of conferences and events with all of your contacts, including existing members, prospective and lapsed members, associated organisations and suppliers, to ensure all of your events are successful.
Workbooks enables you to associate costs and supplier transaction documents with a Campaign, allowing you to track which activities convert into membership activity, donations and renewals. This allows you to accurately measure the return on your marketing investment.
Simple CPD tracking
With Workbooks it couldn’t be simpler to track the continuous professional development of your members. Using the Workbooks activity records you can easily track the training courses and events that your members have attended, giving you complete visibility of their entire CPD history, including the total number of CPD points that they’ve earnt in a given time period.
You can also report on this activity, enabling you to better predict the future CPD needs of your members, and cross-sell or upsell appropriate future courses and events using this historical data.
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