Case Study: Taopix Limited achieves time savings and reduced operational costs with Workbooks CRM

Workbooks helps Taopix Reduce Operational Costs

Taopix Limited, a privately funded software company that supplies a photo‑book and photo‑gift platform to digital printers and retailers across 50+ countries, was hampered by fragmented systems — SugarCRM, Sage and dozens of spreadsheets — and many manual processes for lead distribution, quoting, invoicing and reporting that were slowing growth and consuming staff time.

Taopix adopted the cloud Workbooks CRM to provide a joined‑up, web‑based system with quote, order, contract and invoice management, Sage integration and automated workflows via the Workbooks Process Engine. The change delivered real‑time reporting, automated lead distribution and support ticketing, and reduced month‑end invoicing from 6–7 days to minutes, cutting costs, saving staff time and improving customer service and sales pipeline management.

Taopix Limited

James Gray

CEO & Founder