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Access data anytime, anywhere and from any device using our mobile app, for improved productivity.

Workbooks gives you MORE.

More accessibility.
More connectivity.
More flexibility.

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Access your CRM any time, anywhere with Workbooks:

  • Access the information you need with only a phone or tablet and an internet connection
  • Create email, notes, opportunities, tasks and much more
  • Use Google Maps from a Person or Organisation record
  • Click to call functionality available from anywhere in your Workbooks database
  • Give users a familiar look and feel
  • Identify issues key clients might have had and be able to proactively suggest solutions by reading up on all the recent activity on accounts before you step into a meeting with them
  • Make it more likely you can capture everything by adding notes to customer records as soon as you leave a meeting to update everyone else in the team with the latest developments

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