Case Study: Garbutt + Elliott achieves complete customer visibility with Workbooks CRM

Garbutt & Elliott More Visibility Into Business Development And Greater Accountability

Garbutt + Elliott needed a better way to manage customers and prospects across multiple brands and revenue streams, including events, paid content, and subscriptions. They turned to Workbooks CRM to bring all of their contacts into one place and improve how different departments use the data.

Workbooks implemented CRM that gave Garbutt + Elliott full visibility across the business and supported a wider culture change in how the firm attracts and manages new clients. As a result, teams can now make full use of shared customer information, helping improve coordination and the overall client development process.

Garbutt + Elliott