Workbooks is the No-Bullsh*t CRM that has built-in project management. We’re helping consultancies like yours track your entire client lifecycle from sales to projects.
“As consultants, part of what we do is manage projects
for people. Each individual consultant was presenting that project in a different way to their client. They were producing project plans on Excel and sharing those – they all looked different, and each person was creating their own version
of that.
Moving to Workbooks gives us that consistent and clear project layout. You can easily download it and just send that to the client. And that just creates a consistent, professional approach for all the consultants to follow.”
- Shani Jackson, Head of Member Services, ECC
Check out how we helped ECC here: