Case Study: StudentUniverse achieves faster invoicing, reduced admin and better insights with Workbooks

Workbooks has Helped Studentuniverse Drive a More Efficient Sales Cycle

StudentUniverse, the world’s leading travel booking site for students and youth, needed a more capable CRM to support its Travel Services division and corporate sales after reporting and admin tasks became unwieldy. The team required a system that could combine multiple data feeds, slice and dice reporting for clients, manage finance and invoicing, automate reminders for travel deadlines, and control user permissions.

They selected Workbooks and self‑implemented a phased rollout, going live within weeks and adding invoicing and automation over nine months. The result was faster invoicing, automated reporting and reminders, reduced admin for the sales team, better data insights for decision‑making and tighter access controls — cutting overdue debt from 20% to under 5% and improving overall cash position.

StudentUniverse

Fredrick Elliott

Head of Business Development