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Ticketing & case management

Automatically create cases and set priorities. Assign tickets to individual users or groups (queues). Track all emails, notes and activities in one place.

Workbooks gives you MORE.

More visibility.
More continuity.
More satisfaction.

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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

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