Workbooks provides affordable and cloud-based CRM software. It facilitates the sales team to work more effectively, better identify opportunities and get more close deals and generate revenue. It also helps the marketing department to run campaigns and generate more quality leads. It empowers the customer support team to deliver services and drive customer satisfaction. Workbook CRM software ensures a unified flow of data and processes across the entire organization leading to improved teamwork and collaboration. Request
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Workbook CRM software provides a single 360° view of customers, and the information is accessible anytime, anywhere.
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.