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Mobile

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.

Let's Talk

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

4.4 out of 5 (104 reviews)

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Leader Autumn 2021 Leader Autumn 2021

4.3 out of 5 (493 reviews)