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
- Catherine J.
As a new business we deployed Workbooks early this year. It has quickly become a central part of our infrastructure, giving us the ability to target vertical markets , analyse the results of campaigns and make informed choices as to where to spend any further funds. As our business grows so does our usage of Workbooks, providing quotes, forecasts and many other reports to help keep us on track as well as ensure we all share important information.
- Nicola H.Insurance
Complicated at times, especially with the multiple relationships