Workbooks

Workbooks provides customer relationship management software and business applications designed to help organisations manage sales, marketing, customer service, and operational processes from a single platform. The company’s CRM platform unifies contact management, sales pipeline tracking, marketing automation, service case handling, and support tools with order management, invoicing, and supplier processes to support a lead-to-cash workflow. Workbooks delivers its solution as a cloud-based service that integrates with existing systems and offers configurable features and APIs for data access and automation. The company also offers services around implementation, training, and continued platform support to help customers adopt and use its CRM effectively.