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Product Details

Workbooks is a feature-rich and end-to-end customer relationship management platform that delivers all the tools and features mid-market organizations and their teams need to engage with their customers. This all-in-one web-based CRM platform helps you generate more revenues, simplify your business processes, gain valuable insights, and improve customer engagement. Workbooks is headquartered in Reading, UK. It also has offices in Connecticut, USA.

Workbooks Features

  • Campaign Membership
  • Campaign Management
  • Lead and Opportunity Management
  • Quotas, and Forecast
  • Case or ticket assignment
  • Automatic ticket numbers
  • Fully Featured Reporting Functionality
  • Foreign Currency & Exchange Rates
  • Manage Products and Pricing Schemes
  • Sales Order Processing
  • Unlimited Customizable Dashboards
  • Notes, Activities and Notifications
  • Capacity to send Outbound Emails
  • Account & Contact Management
  • Sales Management & Automation
  • Marketing Management
  • Customer Service Management
  • Order Processing
  • Invoicing & Credit Notes
  • Automation Engine & Workflows
  • Customizable Layouts
  • Security
  • Data Management
  • Reporting & Dashboards
  • Mobile
  • Sandbox & Testing
  • Events Management


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