Case Study: Multrees Investor Services achieves complete pipeline visibility and streamlined customer support with Workbooks

Workbooks enables us To Track All Customer Engagement

Multrees Investor Services Ltd is a specialist investment administration, consolidated reporting and custody provider for boutique wealth managers and family offices. Founded in 2011 and now around 45 employees, the client‑focused business faced a growing volume of daily client queries and an arduous, spreadsheet‑based process that made it hard to find contacts, track cases and get visibility of the sales pipeline.

By adopting Workbooks CRM (with the Outlook Connector and case management), Multrees centralized contact and opportunity data, automated case creation from a central inbox and created manager‑specific queues. The result is complete pipeline visibility, faster, more personal support, the ability to track both inbound and outbound queries, and a more empowered team — with plans to extend the system to invoicing and full life‑cycle management.

Multrees Investor Services

Clive Stelfox

Head of Client Relationship Management