Accountancy Charity Turns to For Their New CRM System

Share Article, the fastest growing provider of web-based CRM and Business Applications in the UK, today announced that the Chartered Accountants' Benevolent Association (CABA) has successfully implemented Workbooks CRM to help them manage client engagements and streamline business processes.

Now all our information is in one system and as a result we have a lot less data duplication, quicker and simpler processes and much better management information.

CABA supports current and former ICAEW members in need of financial support, counselling, advice or information. The charity also provides stress management and wellbeing training and a 24 hour helpline. Natalie Worth, Head of Finance and Administration, explained “we were looking for a system to help us better manage the inbound requests for help we receive. Prior to Workbooks we used a number of different systems so we were looking for something that would streamline our processes, remove duplication, improve reporting and enable us to respond more quickly to client requests”. was selected after an in depth tendering process, involving 31 specialist and generalist CRM vendors, and was eventually selected by CABA for its flexibility and ease of use.

Natalie Worth continued “The Workbooks team helped us with the implementation and we have been very pleased with the outcome. Now all our information is in one system and as a result we have a lot less data duplication, quicker and simpler processes and much better management information. On the whole, we are able to offer a improved service to Accountants now we are using Workbooks CRM”.

John Cheney, CEO at comments “We are delighted to announce another new win for the business and it’s especially pleasing we can help a charity. Charities along with many other businesses can really benefit from Web CRM and Business applications which are quick to deploy, easy to use and designed for small and mid-sized organisations.”

About Workbooks is one of the fastest growing providers of web based CRM and business applications designed specifically for small and mid-size organisations.

Headquartered in the UK, our suite of products enables our customers to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver.

The Workbooks CRM Edition delivers easy to use sales force automation, marketing management and customer support tools. The Workbooks Business Edition extends CRM to include the generation of transaction documents, such as customer orders, supplier purchase orders and customer invoices.

About CABA

Chartered Accountants’ Benevolent Association (CABA) was formed in 1886 and supports current and former members of Institute of Chartered Accountants’ in England and Wales (ICAEW) and their dependent family members. CABA provides a holistic service, delivered in a caring and confidential way. CABA operates completely independently of ICAEW.

Based in Rugby, CABA supports ICAEW members and their families around the world.

Additional information about the charity is available on CABA’s website or by telephoning +44 (0)1788 556366

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Kate Wells
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