Workbooks CRM


Web based CRM and business applications.


Workbooks CRM

Workbooks.com has rapidly become one of the fastest growing providers of web-based CRM and Business Applications. Our suite of Business Applications are specifically designed for small and mid-size organisations and are delivered via Software-as-a-Service, therefore removing the traditional requirements of having hardware to maintain and software to install and support.



Our joined-up approach to business means Workbooks CRM and Workbooks Business can help to streamline your whole business, increasing productivity and performance through efficiency gains. Not only can our suite of applications help you to increase sales and track key business information but they’ll help improve your quality of service and help to reduce your operational costs.



Our customer base spans many industry sectors including Finance, Professional Services, Insurance, Not-for-profit organisations, IT, Telecommunications, Construction, Transport & Logistics and Manufacturing. We pride ourselves on providing outstanding levels of customer commitment and customer service to all our customers. As a UK based company, with our engineering team working alongside our support team, we are on hand to respond quickly and efficiently to any questions that may arise.



Use Workbooks to generate more Leads and maximise your marketing return on investment. Integrate with Google Adwords, capture Web Leads, import and segment your data, generate campaigns, create and send targeted HTML emails, track leads through their life cycle.

CRM Sales Screen Image


Increase your sales success and drive revenue growth. Give your sales team the tools to make them more effective, including Activity management, Opportunity tracking, Pricing and Forecasting tools. Analyse your sales success, build accurate sales forecasts, track individual sales performance and analyse key performance indicators such as win, loss and competitive deals.

Order Fulfillment

Streamline your sales order processing with Workbooks and improve business productivity. Create and effectively manage your Transaction Documents including Sales Orders, Supplier Purchase Orders, Sales Invoices andCredit Notes.

Customer Support

Improve the quality of service you deliver to your customers. With Workbooks you can manage all your customer support enquiries, allocate case numbers, set priority levels, identify issues and ensure Activities are followed-up. Your customer service teams also benefit from seeing the complete customer history including sales Activities and order history.


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