Marketing Calendar 2025
Workbooks CRM
Built for mid-sized businesses, Workbooks provides a single platform where you can manage leads, opportunities, customer relationships, and service cases, while aligning teams around shared insights and goals. Connect it with Spotler Mail+ and Spotler Leads, and you’ll gain a complete view of the customer journey and the insight to act on it.
More valuable customer relationships
The combination of Workbooks CRM and Spotler gives you a complete picture of your customers and prospects, turning insight into timely, personalised engagement. Spotler Leads identifies who is visiting your website, the pages they view, enriching every record in Workbooks with valuable behavioural data. Combined with customer and sales information already in CRM, this creates a powerful foundation for more relevant email marketing in Mail+.
Integrate Workbooks CRM with our products:
Spotler Mail+
Spotler Leads
Identify those visiting your website
Stop guessing who’s behind your web traffic! The integration shines a light on both anonymous and known visitors, capturing their journeys and linking that insight to existing records or creating new ones when needed. You’ll see which pages they land on, how often they return, giving you a clear picture of their real interests.
When it comes to enriching records, you’re in control. Choose exactly which fields Leads updates, or let the system do it for you automatically. The result is smarter, richer profiles that reveal which contacts and companies are showing real buying intent.
Content and communications that offer better value
Segmentation becomes smarter when Workbooks data is combined with behavioural tracking. This means your audiences in Mail+ reflect both firmographic and behavioural insights, giving you everything you need to build precise segments.
Spotler Mail+ provides the automation templates, while Leads ensures the triggers are based on real customer behaviour. Engage contacts with personalised campaigns and enrol them into automated journeys, from nurturing prospects to retaining customers, building communication that resonates, increasing loyalty, and accelerating growth.
Data you can act on
Workbooks becomes even more powerful when marketing activity and web behaviour are fed back into CRM. Campaign sync ensures every mailing you create in Mail+ links into Workbooks, while Spotler Leads adds the layer of website activity. Opens, clicks, bounces, preferences, and visits are unified in one system, giving you a single source of truth.
With this complete picture, you can prove ROI, drill down into marketing campaigns or marketing sources, and build subgroups in reports that show exactly which activities deliver the best return. The integration puts all the evidence your teams need directly at their fingertips!
Want to know more about the integration?
Contact us for more technical information or book a demo and we gladly show you the benefits of integrating Workbooks CRM with our software.