
Workbooks
Deployment
Best for
Overview
About Workbooks
Workbooks provides an affordable, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management.
At a glance
Software information
Industries served, licensing and the support Workbooks provides.
Licensing
- Monthly Payment
- Annual Subscription
- Free
- Free version
Support
- Phone
- Online (Ticket)
Training
- Help Guides
- Video Guides
- Blogs
- Webinars
- Infographics
- Whitepapers
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Webinars
- Infographics
- Whitepapers
Capabilities
Workbooks features
The full feature set, grouped by module.
CRM Software
- Calendar & Task
- Contact Management
- Collaboration Tools
- Email Integration
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
Plans
Workbooks pricing
Media
Screenshots & video
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