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Products

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
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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