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Feature List
An overview of the main features Workbooks has to offer
Gain a real understanding of the main capabilities available in the Workbooks Application Suite
- Lead Management
- Marketing Campaigns
- HTML Email Templates
- Pipeline Management
- Sales Forecasting
- Order Fulfilment
Compare Editions
Which edition of Workbooks is right for your business?
Find out more about Workbooks CRM and Workbooks Business to help you assess which edition is right for you
- People & Organisations
- Quotations
- Activities & Meetings
- Customer Sales Orders
- Notes & Attachments
- Invoicing
Marketing
Use Workbooks to generate more Leads and maximise your marketing return on investment. Integrate with Google Adwords, capture Web Leads, import and segment your data, generate campaigns, create and send targeted HTML emails, track leads through their life cycle.Marketing (don't delete this)
Sales
Increase your sales success and drive revenue growth. Give your sales team the tools to make them more effective, including Activity management, Opportunity tracking, Pricing and Forecasting tools. Analyse your sales success, build accurate sales forecasts, track individual sales performance and analyse key performance indicators such as win, loss and competitive deals.Sales (don't delete this)
Order Fulfillment
Streamline your sales order processing with Workbooks and improve business productivity. Create and effectively manage your Transaction Documents including Sales Orders, Supplier Purchase Orders, Sales Invoices and Credit Notes.Order Fulfilment(don't delete this)
Customer Support
Improve the quality of service you deliver to your customers. With Workbooks you can manage all your customer support enquiries, allocate case numbers, set priority levels, identify issues and ensure Activities are followed-up. Your customer service teams also benefit from seeing the complete customer history including sales Activities and order history.Customer Support(don't delete this)