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Workbooks CRM

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Workbooks CRM appears in the following categories

What is 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 system suitable for?

11-500+

Support

How can you contact the supplier?

Free trial

Can I get a free trial?

Yes

No

Alternatives to Workbooks CRM

DealJourneyCRM

DealJourneyCRM

SuperOffice CRM

SuperOffice CRM

More alternatives to Workbooks CRM

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Workbooks CRM product features

CRM Software

API integration

Built-in reminders

Calendar and activity integration

Call directly from CRM (click-to-call)

Call lists

Contact/prospect management

Create documents & contracts

E-signature and contract management

Education

Email marketing module

Integrated and digitised sales processes

Lead generation via the web

Lead scoring

Lead tracking

Reporting and real-time sales forecasts

Resellers

Sales dashboards and KPI tracking

Send newsletter from CRM

Social CRM (social media integration)

Sales Enablement Software

Calendar integration and reminders

Contact and prospect management

Create documents and contracts

Dashboard

Email campaigns

Pipeline management

Sales forecasts

Statistics and reports

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system suit me?

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Workbooks CRM appears in the following categories