Developed by a team of entrepreneurs based in the UK, Workbooks is a robust SaaS-based CRM system offering marketing and sales automation, customer service and support, and a host of other useful business and customer relationship applications. The system is used by small and mid-sized companies in a variety of verticals, including consulting, healthcare, media, and professional services.
Workbooks is offered as a fully integrated suite, rather than on a modular basis. Customer engagement is viewed from a single system, combining information regarding sales, marketing, and client interactions. The marketing automation module pulls data directly from the company website once a buyer has expressed interest, and can be used to distribute leads to the correct member of a sales team.
For the sales team, a notification system reminds team members when there is a particular type of activity scheduled, such as a phone call or meeting. Activities can also be reassigned to a different team member as needed so that companies can be sure all important tasks are taken care of immediately. Workbooks also integrate with Outlook, so that team members can send and receive emails from the application, without switching systems.
Workbooks provides an intuitive customer service and support module, which allows clients to submit tickets to report any issues. From there, each issue can be routed to the correct member of a team, and can be set as a priority if it’s particularly important. For companies looking for a fully integrated customer management solution, we recommend Workbooks as a great option to explore.