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The Workbooks Application Suite

Workbooks.com provides a web-based suite of business applications designed for small and mid-size enterprises (SMEs).  The suite provides a single integrated platform on which to grow and manage your business, providing:


We offer two editions of our software depending on your requirements. If your company requires a simple and easy to use CRM platform then Workbooks CRM  Edition is probably the right one for you, if you want to have a 'prospect - to -invoice' view of your business the Workbooks Business Edition is the solution you should choose.

 

 

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


Marketing Sales Customer Service Data Marketing Sales Finance & Admin Customer Service Marketing Finance & Admin Customer Service Data Marketing Sales Finance & Admin Data Sales Finance & Admin Customer Service Data Workbooks CRM Professional Edition Workbooks Business Edition Notes and Attachments Dashboards Quotations Quotes to Invoice Custom Fields Outlook Marketing ROI Customer Data Web to Lead Survey