Workbooks CRM for Marketing
For marketing professionals looking for leverage a CRM to generate more quality leads and track ROI.
Workbooks CRM for Sales
For sales teams wanting to better identify opportunities, close more deals and grow revenue.
Workbooks CRM for Customer Service
For customer support teams searching for a tool that can help deliver exceptional customer service.
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Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
See which new features are most frequently requested, vote for your favourite and request your own.
Looking for training? We offer several options, explore these below: