Roadmap

Roadmap

Workbooks Releases

Continuous Improvement

At Workbooks we enhance our products based on customer feedback. We actively encourage customers to suggest new ideas and provide tools for customers to vote on the features they would most like to see in the product. You can visit the ideas section to see the current list.

We typically run a 3-4 month development cycle and this agile approach to development allows us to respond quickly to market demands and to feedback from our customers.

The improvements currently in engineering are: 

Improving Tablet version of Workbooks

We are improving the user interface to be easier to user on a tablet size device. 

The tablet version of Workbooks will offer all the same functionality as the standard ‘web desktop’ version, but will be designed to be used by fingers and swiping gestures, rather than a keyboard and mouse.

You can see a preview of this design in this video.

Mailing List Management

Will are improving the support for managing mailing lists within Workbooks, to make it easier to use and easier to integrate with third-party emailing tools.

Today in Workbooks Campaign records are used for both campaign management and mailing list management.  The mailing list functionality of a campaign will be separated into a separate record type.  This means subscription management e.g. who’s subscribed to a list, who has opted out.  Will move into the mailing list record. 

The will make it easier for users to run multiple campaigns to the same mailing list.  It will also simplify the integration with third-party mailers.

Mapping Module

The mapping module is now available in Beta for clients to try.  The mapping module allows you to display address information on a map, allowing you to see graphically where customers and prospects are located.

You can see a video of the functionality here.

If you would like too sign-up to the beta program, please email beta@workbooks.com

User Interface Improvements

We are making a number of changes to our user interface technology over the next couple of releases.  This will provide significent benefits to the platform including the ability to provide a common UI across desktop, tablet and phone.  The changes will also improve the performance on the web desktop client.