Workbooks

Workbooks help publishers succeed by focusing on the ‘R’ in CRM: the Relationship. As both a vendor and a deployment partner, our customers get market leading consultancy and support, ensuring technology roll outs that are on time and on budget.

Our customisable CRM SaaS platform provides publishing leaders with a 360-degree view of their advertisers and subscribers, while also handling content production schedules and event management all in one place.

TechRadarPro recently rated Workbooks the Best CRM Product for Midsized business in 2024.

How does our publishing CRM work?

Targeting your customers with precision

Workbooks provides a central database for marketing and sales teams to access detailed audience insights. Here, you can group customers by profile, buying habits and more, and deliver tailored content with advertising software solutions. Our CRM for media solution enables you to engage more viewers, increase subscriptions, downloads and attract new advertising sales from agencies or media buyers.

What you’ll get:

• Customer segments grouped by characteristics
• Highly personalised communications
• Measured engagement to boost ad revenue

Enhancing customer service

Workbooks provides an ecosystem to house your orders, invoice subscriptions and online payments. Team members can assign deadlines, update statuses and set up alerts to ensure customers receive their orders on time, every time.

Plus, you can monitor customer service performance and track all relationships with orders, commissions and discount management functionality.

What you’ll get:

• Contracts, invoices and after-sale services in one integrated system
• Data synced with your finance software
• Streamlined order fulfilment processes

Streamlining sales and revenue recognition

Workbooks can help your sales team to gain pipeline visibility, understand conversion rates and track progress through the lead-to-cash process with real-time reporting.

Automations to record orders, invoice subscriptions and take payments will accelerate your path to profit – leaving capacity to track all sales discussions and identify upselling and cross-selling opportunities.

What you’ll get:

• One-stop visibility on availability and target revenue
• Automations to speed up the sales process
• Simplified commission calculation and revenue recognition