Workbooks

Connect sales, marketing, customer service and finance.

Visit website
Write a Review
Unclaimed Profile
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

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android

SUPPORT

  • Phone

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Infographics
  • Whitepapers
  • On-Site Training

Workbooks Core Features

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Email Integration
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation

Sales Force Automation

  • Account Management
  • Contract Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Performance Metrics
  • Sales Forecasting
  • Workflow and Approvals

Marketing Automation

  • Campaign Management
  • Email Marketing
  • Lead Management
  • Sales Intelligence
  • Segmentation and Targeting

Workbooks Pricing

Pricing Type

  • Free

Payment Frequency

  • Monthly Payment
  • Annual Subscription
  • Free

Workbooks Reviews

No Review
No reviews submitted yet.
Be the first one to review
This profile is not claimed

Do you own or represent this business? Enter your business email to claim your GoodFirms profile.