Workbooks delivers cloud-based CRM and Marketing Automation to the mid-market, at an affordable price. Our mission is to help businesses operate more successfully, by working consultatively to address their unique challenges and outcomes. We help them grow revenue, enhance customer experience, reduce costs and improve decision making. Our technology platform and consultancy extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management.
The Workbooks platform joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360-degree view of customers, and the information is accessible anytime, anywhere.