Chat with us, powered by LiveChat


Automate repetitive tasks and remove the administrative burden associated with quotes, CPQ, orders etc.

Workbooks gives you MORE.

More effectiveness.
More efficiency.
More value.

Let's Talk

Spend less time on mundane, repetitive tasks and more time on higher value activities with Workbooks:

  • Make common and repetitive tasks easier and less error-prone for users
  • Define processes and enable them to be run according to a schedule, when a record is updated, or when requested
  • Provide a faster, more consistent service with a library of pre-built scripts and samples
  • Deliver significant automation around how orders are processed by automatically entering multiple invoices from one order
  • Streamline the delivery of orders to customers by automatically allocating all the project cases or activities from a new order

4.4 out of 5 (104 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.4 out of 5 (105 reviews)

Leader Autumn 2021 Leader Autumn 2021

4.3 out of 5 (493 reviews)