Workbooks provides cloud-based CRM and Marketing Automation applications that enable growing and mid-market organisations to efficiently acquire, convert and retain customers, at an affordable price.

Workbooks helps marketing departments drive effective marketing campaigns, generate more quality leads, execute their strategy and measure ROI; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing, supplier management and integration with other business systems.

Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

Our unique approach to supporting clients on their CRM journey, right from the outset, is what makes us different.  You can work with us in the confidence that we’ll deliver the outcomes you want. Our high Net Promoter Score rating is testimony to our approach and the value we bring to our customers.

Today more than 1400 customers trust Workbooks to run their business.

People

Christelle Fraysse FCIM

Chief Marketing Officer
Workbooks Online

A seasoned marketing leader with over 20 years of global business experience, Christelle has particular expertise in establishing and managing international marketing operations for global enterprise software businesses. Prior to Workbooks, Christelle held numerous senior leadership positions at private and publicly traded organisations, and was Director, Marketing EMEA, at BEA Systems.

Articles

Digital Transformation with the Power of CRM

Workbooks discusses digital transformation, and the importance of an effective CRM. The current climate has caused many businesses hardships due…

2/07/2020

Why SaaS is Indispensable within the New Normal

Workbooks explains what SaaS is, and why your company should be using it. As the coronavirus continues wreaking havoc on…

10/06/2020

Four Tips on Caring for Your Customers During COVID-19

The COVID-19 pandemic sweeping the globe has undeniably ushered in an era of doom and gloom resulting from what many…

16/04/2020

Bridging the Gap Between Sales and Marketing

The disconnect between sales and marketing is impacting the bottom line for many businesses. This was the conclusion of a…

13/03/2020

How to Up Your Multi-Channel Customer Support Game

In a world where a purchase can be made at a click of a button, similarly technology changes have led…

17/02/2020

How CRM Can Empower Your Marketing Strategy

In an ideal world, marketers would have all the information necessary to fully understand each client in their roster. Customers…

30/10/2019

The Warning Signs a Client May Leave

Acquiring a new customer can cost up to five times more than retaining an existing customer. So what are the…

23/09/2019

Why You Should Automate Customer Support To Improve CX

Customer Support is an integral, but often overlooked, part of the marketing process. It acts as a direct touch point…

30/05/2019

Press Releases

Workbooks, a British cloud-based Customer Relationship Management (CRM) and marketing automation vendor, announces the arrival of Alex Bradley as Head…

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