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Marketing

  • Online Lead Capture
  • Lead Management
  • Campaigns & Events
  • Marketing Automation
  • Dashboards & Analytics
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Sales

  • Track Opportunities
  • Manage Pipeline
  • Forecast Accurately
  • Workflows & Approvals
  • Monitor Performance
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Customer Services

  • Unified Experience
  • Support ticketing 
  • Workflows & Automation
  • Service Metrics
  • Profiling & Renewals
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Webinar

How to align sales and marketing to achieve business success.

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Building a business case for CRM - 10 step guide for small and mid-sized businesses.

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Turn website visitors into sales & gain actionable insight 

Web Insights is a lead generation tool that identifies your website visitors and tracks what they are looking at (pages viewed). 

What people are saying about Workbooks CRM

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