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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.
Screenshot & Video
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
- Calendar & Task
- Contact Management
- Collaboration Tools
- Email Integration
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
- Account Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Workbooks Pricing
Pricing Type
-
Free
Payment Frequency
-
Monthly Payment
-
Annual Subscription
-
Free
Workbooks Reviews
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