The tight integration between Workbooks CRM and Outlook ensures that all teams can manage emails, schedule appointments, updates contacts, organizations, opportunities cases etc., capture customer discussions and much more within a familiar interface, whilst all communication and interaction history is kept in one centralized place.
This add-in can be purchased for an additional £5 per user per month and is available immediately.
Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Its services extend beyond sales, marketing and customer support to include order management and fulfilment, invoicing and supplier management, at a price which is typically 50-70% less than alternatives such as Salesforce or Microsoft Dynamics.
Workbooks unites the entire organization around data and processes, promoting teamwork and collaboration. It provides a single 360-degree view of customers and the information is accessible anytime, anywhere. Productivity increases, operations streamlined, insightful decisions made and the business is better equipped to differentiate against the competition.
For more information, visit www.workbooks.com