Workbooks

What is Workbooks?

Workbooks CRM is a comprehensive cloud-based solution that seamlessly connects your entire business, empowering teams to work more efficiently, collaboratively, and in alignment with your strategic goals. By providing a single, 360-degree view of your customers, Workbooks enables marketing to generate high-quality leads, sales to close more deals, finance to invoice quickly and easily, and support to deliver exceptional service

Highlights

• Secure, anytime-anywhere access across all devices and seamless integration with your current systems, ensuring a unified customer view and real-time insights for informed decision-making
• Lead management capabilities, including online lead capture, automated lead distribution, and integration with Google Adwords for tracking the effectiveness of marketing campaigns
• Robust organization and people management, allowing you to track relationships, segment customer data, and boost productivity through features like email templates and Outlook integration
• Integrated customer support, with a case management system that streamlines support operations, enables tracking of progress, and ensures prompt issue resolution