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Workbooks CRM occurs in the following categories

Description of Workbooks CRM

Workbooks provides a personalized CRM solution with features like sales forecasting, reporting dashboards and order processing, delivered via a fast SaaS implementation.

Who is Workbooks CRM suitable for?

Workbooks CRM is suitable for midsize businesses across sales, marketing and customer service looking for a customizable, no-nonsense CRM platform.

Company size

What size of company is this software suitable for?

11-500+

Support

How can you contact the supplier?

Test period

Can I get a free trial?

Yes

No

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Workbooks CRM occurs in the following categories

Workbooks CRM product features

CRM System

API integration

Calendar integration & reminder

Call directly from CRM

Call lists

Contact/ prospect handling

Create documents & agreements

Dashboard - Sales overview

E-mail campaigns

e-signature

Education

Integrated sales processes

Lead generation via the web

Lead Score

Reminder

Retailers

Sales forecasts & data

Send newsletter from CRM

Social media integration

Track leads

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