Chat with us, powered by LiveChat

Sales activity tracking

Record sales activities to ensure that opportunities are progressed effectively and no calls are overlooked.

Workbooks gives you MORE.

More visibility.
More traceability.
More insight.

Let's Talk

Build a detailed picture over time of your opportunities, both at an individual and a team level with Workbooks:

  • Improve customer satisfaction by making sure every opportunity can be progressed effectively and every call can be followed up
  • Get greater consistency and continuity across multiple stakeholders and locations throughout the lifetime of every opportunity
  • Know what’s been done and what needs to be done next, by when and by whom by seeing the status of all activities
  • See who is performing well and who needs support with an overview of activity across the team
  • Allocate resources more effectively and better understand your KPIs with full visibility of sales activities

4.4 out of 5 (106 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.3 out of 5 (106 reviews)

High Performer Summer 2022 High Performer Summer 2022

4.2 out of 5 (527 reviews)