Platforms
Workbooks: a platform we have worked with
Flowbird has worked with Workbooks for clients, but no longer sells or recommends it for new projects. Here is what that means if you run it today.
Flowbird has worked with Workbooks, the UK CRM that combines sales with quotes, orders and invoicing, but we no longer sell, implement or recommend it for new projects. Our work for UK manufacturers and distributors starts from the business problem, such as revenue from existing customers, reliable reporting or the administration between systems, and usually means connecting the CRM the sales team uses to the ERP and back-office systems the business already runs.
What does this mean if you already run Workbooks?
Nothing changes in how Workbooks works for you. If you want to connect it to the other systems you run, see CRM and ERP integration. If you are wondering whether it still fits the way the business works, a free discovery call is the place to start, and we will give you a straight answer either way.
What has Flowbird done with Workbooks?
We implemented a contact-centric Workbooks CRM for The Big Cat Sanctuary, bringing fundraising, memberships, adoptions, visitor experiences and partnerships together so the Sanctuary could see each supporter relationship in one place. The Sanctuary has since moved to FlowFlex, Flowbird's own platform.
What do we recommend now?
We start with what the business needs to see and do, not with a product. For most established manufacturers and distributors, the ERP stays the system of record and the CRM the sales team already uses, usually HubSpot or Pipedrive, is connected to it, so every account shows what the customer buys. Where no off-the-shelf CRM fits the way the business works, FlowFlex is built around it. What this looks like by sector is on manufacturing and engineering, wholesale and distribution and packaging and printing.
Where to start
With a free discovery call, then, where the question is what your customer and order information could show, the CRM & ERP Opportunity Audit. If you already know what needs connecting, talk to an integration specialist.
Who you'll work with
- Emma Everest, Client Services Director. Leads discovery: how your business actually works before anything is built.