About Workbooks
Workbooks Features
- Marketing Management : Captures leads, segments data, auto-assigns opportunities, and measures marketing ROI.
- Sales Management : Displays all prospects-related interactions, passes leads for follow-up, and converts qualified leads.
- Order Management : Generates orders and invoices, while supporting digital signature solutions and tax calculations.
- Customer Service Management : Tracks support calls, customer enquiries, and project delivery in one place.
- Automation Engine & Workflows : Allows building simple no-code workflows as well as complex workflows using scripts.
- Event Management : Manages all aspects of events from online ticket purchasing to driving attendee communication.










