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Grab your pipeline by the horns

CRM software for sales

Never unnecessarily lose prospects again. Workbooks’ sales software puts you in charge with forecasting, lead management and smart reporting.

Close deals faster
Spend less time on admin
Act on instant insights
How to boost sales See Workbooks in action
CRM software for sales

Close deals faster

One place for all your customer data means one thing – everything you need to close deals is at your fingertips.

Spend less time on admin

Automate manual tasks from tracking to renewal reminders. Spend more time making your sales.

Act on instant insights

Clear dashboards mean quick insights. Use them to secure and manage your sales faster.

Features

How to drive sales with Workbooks CRM

You need more than online sales software to boost sales. You need to know how to use it. Workbooks helps you with both.

Know your high priority deals: Forecast your sales

Know your high priority deals: Forecast your sales

Don't waste time on dead-end leads. Forecast which opportunities have the best chance of becoming wins and apply the right amount of resource to get them over the line.

Get forecasting Let's Talk
Track your success: Smart reporting

Track your success: Smart reporting

Track your sales pipeline, identify prospects that want to buy your products, and see which reps are winning the most deals with simple CRM reporting.  

Unlock sales insights Let's Talk
Understand your leads: Manage, score and grade leads

Understand your leads: Manage, score and grade leads

Determine which leads are sales-ready and worth pursuing with lead scoring and grading. Customize your rules to determine what makes your ideal opportunity.

Score those leads Let's Talk
Manage quotes and sales orders

Manage quotes and sales orders

Manage sales orders from start to finish. Turn quotes into orders with a single click, track fulfillment, and leverage electronic signatures.

Manage your orders Let's Talk
Pricing plans

“Forecasting is massive change for us. A salesperson can look at their forecast in real-time and see which projects are most important right now. That’s made a huge difference.”

Rob O’Connell, Russell Finex Sales & Marketing Director
Hear from Rob

What is bullsh*t CRM?

Long implementations. Pricey software. Slow support. Tactics to get you to spend more.

Inflated and hidden costs
Paying for unnecessary features
Slow implementations
Complicated UI
No customization
Poor customer comms
Capped functionality
Unreliable apps
No phone support
Excessive functionality
Read our guide to honest CRM pricing

We're recognized by G2 as a High Performer in the UK and US.

Frequently Asked Questions

How do you use CRM to increase sales? 

To increase sales using online sales software like Workbooks’ CRM, businesses can leverage insights to nurture customer relationships, track sales team activity to inform decision making, and automate various functions to improve sales efficiency and customer experience.

What is an example of CRM automation? 

One example of CRM automation is the automatic notification of customers that have an approaching contract renewal. Automated reminders ensure that customers keep abreast of their coming renewals, improving customer retention, enhancing revenue predictability, and reducing the risk of service lapses that could damage customer relations.

How does CRM help firms to track sales data? 

CRM software for sales helps firms to track sales data by recording and centralizing sales team activity, such as customer interactions, conversions and cross-selling. This provides a comprehensive view of the sales pipeline, supporting businesses to monitor team performance and make strategic decisions informed by the data.

See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

Tour the product Book a demo