WORKBOOKS Pricing & Demo
Summary
Workbook CRM software provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Key Features:
Key Features:
- Flexibility: The system is extremely flexible. It allows a huge amount of different areas of the business to be logged, controlled and reported on. Workbooks CRM software very easily deals with lead tracking and customer tracking as well as all financial areas of the business sales orders, invoicing, purchasing and more.
- Sales Record: Workbooks CRM software allows the company to capture data and record the progress of the sales. It also allows us to create marketing campaigns and be able to understand the response rate of sales campaigns.
- Sales Lead & Opportunity Management: User can easily create Quotes, Orders & Invoices.
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WORKBOOKS Reviews
Buyer, Software, SME
Apr 04, 2020
“Improved way of working”
The flexibility of Workbooks CRM software allows to edit and format the system exactly as the user wants it. The system is easy to navigate and introduce a more standardized way of working across the business.
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Buyer, Finance, SME
Apr 04, 2020
“Ease of use features”
The configuration is simple and straightforward and yet at the same time is really powerful as report cells can be easily added.
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Company Size :
Enterprise
SME
Startup
