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Connect sales, marketing, customer service and finance.

Workbooks provides an affordable, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management.
Workbooks
Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Infographics
  • Whitepapers
  • On-Site Training

Media

Workbooks

Workbooks Core Features

Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Email Integration
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
Focus of Sales Force Automation Feature
  • Account Management
  • Contract Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Performance Metrics
  • Sales Forecasting
  • Workflow and Approvals
Focus of Marketing Automation Feature
  • Campaign Management
  • Email Marketing
  • Lead Management
  • Sales Intelligence
  • Segmentation and Targeting

Workbooks Pricing

Pricing Type
  • Free
Payment Frequency
  • Monthly Payment
  • Annual Subscription
  • Free
Vendor pricing page

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