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Real-time reporting

Easily review quotes expiring this week, quotes for approval, open orders and outstanding invoices. Give sales real-time visibility. Track order performance by sales rep or team to manage commissions. Quickly recognise revenue.

Workbooks gives you MORE.

More visibility.
More accuracy.
More efficiency.

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Achieve a more seamless order fulfilment process for you and an improved purchasing experience for your customer with Workbooks:

  • Get an accurate view of key information with real-time reporting on all your sales order processing activities
  • Follow up on customers’ quotes in a timely manner with at-a-glance visibility of the status of all your quotes and orders
  • Get automatic notifications on order statuses, quotes for approval, open orders and outstanding invoices and incorporate these into workflows
  • Review your delivery key performance indicators, easily identify issues and react quickly to address them
  • Trigger processes in ERP and your financial system by syncing with data from your CRM with for maximum visibility and efficiency
  • Notify the right people of the next course of action for orders by triggering workflows when orders change status e.g. from awaiting approval to approved

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