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.
Workbooks Ratings and Reviews
Top Reviews
- Simon J.Architecture & Planning
It did everything we asked of it. We have integrated it with our back end systems to provide a single version of the "truth" - the API was very easy to use and the integration very quick to do. We also esily integrated with other SAAS software such as MailChimp and Survey Monkey
- Joshua S.Construction
Customer service can vary from staff who just point you to a website page and seem to understand the product less than you, to someone who genuinely pays attention and does a great job going through the issue. I've also had to chase a couple of times for minor paid developments to be completed