CSols streamlines sales, customer support, and finance with Workbooks CRM

• Track customers, their assets, and contractual commitments.
• Log and manage support cases efficiently.
• Build tailored quotes quickly and accurately.
• Produce timely reports to monitor projects and performance.
• Streamline invoicing and finance processes in one place.

CSols deployed Workbooks as its central CRM and operations hub, using it for pretty much everything in the company, from customer records to finance. The team have benefitted from Workbooks’ intuitive navigation, prebuilt templates, and reporting tools.

Key capabilities implemented

• Unified customer and contract management: All customers and their contract details are logged in Workbooks, enabling contract tracking and renewals.
• Automated case creation: Incoming support emails are automatically logged as cases, reducing manual effort and speeding response times.
• Streamlined quoting (‘shopping basket’ approach): Sales users assemble category‑based line items; Workbooks auto‑calculates figures and generates a PDF quote with one click.
• Invoicing and finance integration: Accounts and admin teams use Workbooks to handle invoicing and financial workflows.
• Pre‑populated reporting: Monthly, template‑based reports pull live figures directly from Workbooks to track projects and performance.
• Mobile flexibility: As a web‑based system, Workbooks is accessible on handheld devices for staff working on the go.

Workbooks supports CSols’ end‑to‑end processes: sales and customer onboarding, site visits, implementation and training, support case management, and ongoing finance tasks.

Standardized templates and a familiar user interface helped users adopt the system quickly.

• Operational consolidation: One platform now supports sales, support, projects, invoicing, and finance, reducing tool switching.
• Faster quoting: Automated calculations and instant PDF generation accelerate quote turnaround.
• Improved support responsiveness: Email‑to‑case automation ensures issues are captured consistently.
• Better visibility: Pre‑populated monthly reports give teams up‑to‑date project and performance insights.
• Anywhere access: Web‑based access enables field teams to stay productive while out and about.

“We use it for pretty much everything in the company… It’s very user friendly, it’s quite intuitive and everybody says it’s easy to use.”