Workbooks Has Really Helped To Streamline Our Business Processes: Capital Access Group
Workbooks Has Really Helped To Streamline Our Business Processes: Capital Access Group
3 PagesSTREAMLINE PROCESSES ABILITY TO MARKET TO EXISTING CUSTOMERS EASE OF USE & FLEXIBILTY “OUT OF ALL THE CRM PROVIDERS WE LOOKED AT, WORKBOOKS REALLY TOOK THE TIME TO GET TO KNOW US.” INTRO Founded in 1999, Capital Access Group (previously known as Broker Profile) has established itself as the leading Investor Relations Consultancy focusing primarily on Private Client Fund Managers and Stockbrokers in the UK. Based in the heart of the city, Capital Access Group is now a 22-person company with a large and diverse portfolio of clients that span across many sectors, many of which are listed in the FTSE 100 and FTSE 250. Success Story WORKBOOKS HAS REALLY HELPED TO STREAMLINE OUR BUSINESS PROCESSES: CAPITAL ACCESS GROUP After implementing Workbooks CRM, Capital Access Group were ab
