Case Study: ClinkClink Ltd achieves streamlined processes and reduced admin with Workbooks CRM

Workbooks helps clinkclink create more business through better data management

ClinkClink Ltd is a UK events management company specialising in live events, brand experiences and event bars. Until 2016 the team relied on multiple spreadsheets, server folders and Outlook contacts to manage leads, quotes, orders and job costing, causing data duplication, errors, poor searchability and excessive admin.

ClinkClink implemented Workbooks CRM with Outlook and Sage integration, trained staff and customised the system as a central job database. The result was reduced data silos, more streamlined processes, faster access to job information, improved P&L reporting and less time spent on administration — enabling the team to manage the sales-to-invoice process more efficiently and anticipate business growth.

ClinkClink Ltd

Gary Jordan

Operations Manager