How can we help you acquire, convert and retain customers?


  • Online Lead Capture
  • Lead Management
  • Campaigns & Events
  • Marketing Automation
  • Dashboards & Analytics
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  • Track Opportunities
  • Manage Pipeline
  • Forecast Accurately
  • Workflows & Approvals
  • Monitor Performance
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Customer Services

  • Unified Experience
  • Support ticketing 
  • Workflows & Automation
  • Service Metrics
  • Profiling & Renewal Management
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Connect Workbooks with your everyday applications.

What people are saying about Workbooks CRM

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