Case Study: Kahootz achieves 90% faster reporting and scalable, automated sales with Workbooks CRM

Kahootz use Workbooks to simplify complexity & automate its sales process

Kahootz is a secure, cloud-based collaboration platform used by high-profile public-sector organisations including the NHS, Cabinet Office and MOD. As the business scaled it faced growing complexity managing multiple organisations, business units, contacts, contracts and licences — earlier CRM tools (including Microsoft Dynamics) proved hard to navigate and reporting and contract administration were time-consuming and error-prone.

Kahootz implemented Workbooks CRM with relationship customisation and integrated marketing automation (Communigator) to create a single source of truth and automate renewals, invoicing and reporting. The result: streamlined sales and marketing processes, better pipeline visibility and forecasting, and a dramatic efficiency gain — G‑Cloud reporting time fell from 4 hours to under 30 minutes (≈90% reduction).

Kahootz

John Glover

Sales & Marketing Director