Web Based CRM Resources - Videos

Mailchimp Integration

Synchronise records between Workbooks and MailChimp

Workbooks for Sales

See how Workbooks can help sales people

Google Apps Integration

Seamlessly create Google docs from within Workbooks.

Workbooks Email Dropbox

Keep track of all communications with your contacts, including e-mail

Building Relationships

Manage extensive relationships between Organisations and People

Case Management

 Workbooks keeps all of your customer data in the same place

Using Custom Fields

Adapt your CRM system to capture the information you want

From Quote to Invoice

Convert your quote to an invoice in seconds

Generating Quotes

Quickly generate quotes and email them to your prospects

Using Notes & Attachments

Keep all of your notes and documents safely held in one place

Web-to-Lead

Create forms on your website that auto-populate your CRM system

Workbooks Overview Video

See how Workbooks cloud-based CRM and business applications can help your organisation to run more...

Northdoor Customer Video

Northdoor's Sales Order Processing

360 Degree View of your Customer

Pipeline Management using Workbooks

Introducing the Workbooks Environment

Workbooks API 1: Introduction to the Workbooks API

This introduces the Workbooks API and how to use the Workbooks Process Engine. Other videos in the...

Workbooks API 2: Choosing how to use the Workbooks API

This video covers two topics; wire protocol or binding? And; where to run your code?

Workbooks API 3: The Process Engine and Hello World

This video introduces the Workbooks Process Engine and takes you as far as the "Hello World...

Workbooks API 5: Workbooks Script Runtime Environment

An overview of the runtime environment for your Workbooks script.

Workbooks API 6: Workbooks API GET records

This video looks at using the Workbooks API to retrieve records - limit, sort, filter, response...

Workbooks API 7: More on GET, logging and Metadata

This video features more about fetching data from Workbooks.

Workbooks API 9: Delete, send email, api data, other techniques

This video looks at deleting records in Workbooks, how to send email, more on filtering records and...

Workbooks API 10: Workbooks Processes and how they work

This video is all about Workbooks Processes - Scheduled, Web and Process Buttons. See the...