Workbooks CRM

Overview

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers: - Marketing Automation - Salesforce Automation - Order Management & Invoicing - Customer Services We recognises that growing organisations often have the complexity of enterprise accounts, but don’t have the budgets or IT expertise to ‘glue-together’ lots of different systems. Our technology and implementation approach enable customers to get value quickly. We ensure common business processes can be quickly deployed inside the platform. We focus our development on our ‘core of CRM’ and licence / OEM technologies from third-parties to drive greater customers outcomes. Additional modules we offer include: - Email & workflow, social media, lead gen, pop-up & survey - Configure Price Quote (CPQ) - Data Source for enriching your CRM database - Data cleansing - Exchange/Outook integration - Integration platform