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© 2008-2012 Workbooks.com
Common Features
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People
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Organisations
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Notes
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Activities
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Outbound Email
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Customisable Email Templates
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Search
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Foreign Currency & Exchange Rates
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Product Book
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Online, Email & Telephone Support
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Outlook Connector
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Sage Accounting Integration
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Contract Management
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Sales & Marketing
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Lead Management
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Opportunity Management
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1-click Opportunity to Quotation Creation
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Customisable Quotation Template (PDF)
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Customisable Sales Stages
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Forecast and Quotas
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Campaign Management
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Web to Lead
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Sales Order Processing
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Customer Agreements
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1-click Quote-to-Order Creation
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Order Book Management
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Automated Gross Margin Calculation
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Fulfilment Management
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Supplier Order Management
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Supplier Agreements
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1-click Order-to-Purchase Order Creation
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Customisable PO Templates (PDF)
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Customer Invoicing
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1-click Sales Order-to-Purchase Order Creation
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Credit Note Creation
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Customisable Invoice Templates (PDF)
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Product Book
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Manage Products and Prices
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Identify Products for Sale
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Customisable Invoice Templates (PDF)
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Customisable Pricing Schemes for Sales
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Customisable Pricing Schemes for Purchasing
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Multi Company
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Support for Multiple Companies
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Multiple Tax Regimes
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Reporting And Views
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Customisable Dashboard
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Charting
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Filtering, Sorting and Grouping
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Customisable Views
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Drill-Down Reporting
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Case Management
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Automated Ticket Number Generation
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Case Assignment
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Priority and Severity Settings
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Case Queues
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Web to Case
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Platform
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Maximum Number of Databases
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5
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5
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API Integration
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Importing Tools
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Export to CSV & Excel
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vCard & iCal Export
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Email Dropbox
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Security User Groups & Sharing Model
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Custom Fields & Pick Lists
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99.5% SLA
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High Availability Infrastructure
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Context Sensitive Help
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500Mb Data Storage plus 100Mb per User
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