Workbooks

TAKE YOUR BUSINESS TO THE NEXT LEVEL

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.