Workbooks offer a SaaS Customer Relationship Management (CRM) solution to run your business and efficiently acquire, convert and retain customers.
Workbooks CRM 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 at all customer touchpoints. Functionalities extend beyond sales, marketing and customer service to include event management, order management and fulfillment, invoicing and supplier management.
The platform is exclusively focused on addressing the needs of growing organizations that are looking for a feature-rich but affordable all-in-one solution, which can be quickly deployed and doesn't require complex technical customization. Pre-built / configured solutions are also available for specific industry sectors, enabling an even quicker time to value.