A common need in professional services firms, for large and small, is the availability of information systems that enable the organization to minimize management effort. Workbooks CRM can automate lifecycle management in an integrated and agile way. It is integrated in that it allows users to easily link between offers, projects, activities and billing. Its web interface is intuitive and agile, asking only for the necessary information without losing speed.
The Workbooks Software is an “All In One” solution for CRM, project and resource management, financial accounting, as well as collaboration and file sharing. The CRM software comes in three editions including:
The top 10 reasons why you should seriously consider Workbooks are:
The focus on customers, clear communication, and participation with its users make Workbooks CRM a complete offering.
Workbooks has been essential in our marketing and sales departments, enabling the development of successful marketing strategies. With features like advertising mailings, social network integration, territorial management, and prospect evaluation, Workbooks has proven to be an effective tool for establishing customer relationships, managing sales, and executing marketing campaigns.
The system is highly customizable to cater to the specific needs of each company. It seamlessly integrates with our marketing platform, Spotler, providing significant advantages.
The Average Wheelhouse score for the CRM category is 7.8
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