Sales for CRM - Manage your Sales

Track your Opportunities

Workbooks enables you to easily track and manage your Opportunities.

• Track close dates, opportunity stages and percentages
• Record the key people involved in the decision making process
• Record any other organisations involved, for instance competitors or third-party suppliers
• Seamlessly integrate Workbooks into your existing sales process by customising your own opportunity stages.

Manage your Pipeline

Workbooks CRM & Workbooks Business gives you a complete and consistent view of your whole Sales Pipeline. 

• Build views, Reports and fully customisable Dashboards 
• Sort, filter and group your data, based on any attribute of the opportunity, helping to build up an extensive picture of your sales pipeline
• Spot weaknesses in your sales pipeline early on
• Extract the management information you need, when you need it and in real time

Forecast your Sales

Workbooks’ forecasting tool enables you to create accurate Sales Forecasts for your financial periods. The forecasting tool can be customised to include or exclude Opportunities based on the stage the opportunity has reached in the sales process, in terms of both value and confidence.