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
- Anonymous ReviewerFacilities Services
It helped me sort my contacts, and meet new people of the site. will deffinently recommend to family and firends.
- Brian WalshBA/PM
Workbook is used as a CRM, Customer Service (Ticketing/Cases) and HR Tool. Our whole organization uses it to track incoming sales leads, effectiveness of marketing, customer service (we use the case module to track inbound service requests) reporting on Sales KPI's, etc. Although it's not actually an HR software, we also built an employee module to track applicants, employee vacation time, onboarding, etc. Workbooks allows us to have one central system to keep track of our leads, customers, orders, suppliers, etc. It allows us to save time, automate a tremendous amount of processes, and focus more time on building our business to new levels. We no longer duplicate data entry within our marketing modules (Email & Marketing Automation), accounting, and customer service systems.
It would be nice to have the google calendar integration now, but it's coming in Q1 of 2015 so we're happy to have that feature.