Get a single source of truth for customer information across sales, marketing, service and finance with Workbooks:
- See all the relevant information on a case quickly and easily with unique case numbers
- Synchronise your contacts, emails and activities by integrating with Outlook, Office365 and Google Apps
- Store everything in one place, regardless of the channel used, including phone calls, emails, webchats, and social media
- Make sure agents know exactly what’s happening by having all the information about a case easily accessible and readable
- Make sure your team can always deal with the most urgent cases or where the team can have the most impact, by prioritising cases
- Drive high customer satisfaction and competitive advantage by delivering better, faster customer service
Top 20 CRM 2020
High Performer Summer 2022