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Activity management, opportunity management, pipeline management, forecasting management.
Campaign management, data management, lead aggregation, lead augmentation and deduplication, lead scoring and qualification, lead process management, multichannel lead management, lead nurturing.
Customer Service Management
Case management, knowledge management, Workflow/BPM, multichannel support, real-time continuous intelligence, SLAs management.
Supplier management, quotations, order creation and processing, contract management, order fulfilment and invoicing.
In addition to core CRM functionality, Workbooks offer advanced Marketing Automation and Lead Generation capabilities to help increase efficiency and impact, drive greater engagement and revenue.
Note: The following functionality is automatically turned on at no charge: Artificial Intelligence (AI), SendForensics, and Social Media Basic.
Workbooks CPQ simplifies and automates complex quotation processes.
Scribe enables migration and integration from cloud-based and on-premise applications to the Workbooks solution.
Don’t worry. We can help.
Yes to a degree. Unlike some other vendors we don’t insist that all users have the same edition of Workbooks. You can therefore have some users with the Standard edition and some with the Business edition. In this example, users with the Standard edition just won’t be able to see or access records like orders and invoices from the database.
Extensions like Audit or Multi-currency need to be purchased for all users. Modules like the Outlook Connector and contract management need only to be purchased for users that require that additional functionality.
You need to understand which of your users need access to which records in Workbooks. Only the Business edition includes Sales Orders, Invoices, Credit Notes, Contracts and Supplier Purchase Orders.
So if any of your users need to create, view or edit these record types you will need the Business edition. The only exception is the Contract records that can be added to a CRM edition as a standalone Module.
Each Workbooks database contains 10GB of storage. If you use more than 10GB you will need to upgrade your storage allowance.
Workbooks includes 5 databases within each account at no extra cost. This allows you to run a production database and 4 additional databases for testing and development purposes. Each additional database environment will eat into your storage allowance so ensure you have enough storage to support your needs.
The API is also available at no extra cost (except the FREE edition).