Workbooks

About Workbooks

What is Workbooks?

Workbooks is a CRM platform for Mid-Market to accelerate sales. We are trusted by over 1400 customers around the world and you can connect with us in Facebook, LinkedIn, You Tube and Twitter.

Features:

Marketing – We help you to generate more quality leads and can track ROI. By using our platform you can run effective campaigns and is better for data management, targeting, and customer profiling.

Sales –Automates all the repetitive tasks in sales process which in turn saves time and helps your sales representatives to build lasting relationship with customers.

Order Processing – Eliminates manual data entry and other tedious tasks in sales process. Transactional information can be easily sync to your finance system or ERP and can easily produce documents such as quotes, invoices, and more.

Customer Service – Workbooks put all your customer relevant information and transactions in one place so that you can easily manage customer service cases.

Vendor
Workbooks

Workbooks Screenshot