What is Workbooks?

Workbooks provides affordable cloud-based CRM and Marketing Automation applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management in addition to sales, marketing, and customer service at a cost that is often 50-70 percent cheaper than Salesforce or Microsoft Dynamics.

Workbooks brings the entire organization together around data and processes, fostering cooperation and teamwork. It delivers a single 360-degree view of clients, and the data is accessible at any time and from any location. Productivity is up, operations are streamlined, informed decisions are made, and the company is better positioned to stand out from the competition. Technology A SaaS model is used to deliver the product. Workbooks required no hardware or software to install or maintain because it was a cloud-based solution.

Workbooks is ISO 27001 certified and provides highly configurable out-of-the-box functionalities, open APIs for ease of integration, and highly secure UK datacenters. Workbooks, unlike typical software distributors, does not demand a big upfront license cost; instead, solutions are supplied on an annual subscription basis that can be renewed.

Customer Focus Vendor works with small and mid-sized businesses in a variety of industries, including media and publishing, manufacturing, engineering, wholesale, retail, and distribution, construction, professional services, information technology and telecommunications, finance, insurance, transportation and logistics, not-for-profits, and trade associations. Case Management The Workbooks Case Management solution enables you to connect your support teams to the rest of the company. Support teams can utilize Case Management to log trouble issues, assign cases to users and Queues, set priorities, and manage case progress.