Workbooks

The affordable CRM alternative to Salesforce and HubSpot

About

Workbooks is the affordable CRM alternative to Salesforce and HubSpot. For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth, Workbooks provides sales pipeline management software to optimize business sales processes. For marketers aiming to execute campaigns, generate higher-quality leads, and monitor return on investment, Workbooks gives you an automated marketing CRM that supports businesses to execute campaigns, measure ROI and strategize effectively. For finance and sales teams aiming to drive more efficiency and collect cash faster, Workbooks is a CRM platform specializing in order, contract and supplier management For teams striving to enhance customer value and boost overall satisfaction. Turn customer service into a competitive advantage with the Workbooks customer service CRM.

Features

Campaign Management
Case Management
Contact & Account Management
Customer Contract Management
Dashboards
Desktop Integration
Email Marketing
Forecasting
Knowledge Base
Lead Management
Opportunity & Pipeline Mgmt.
Product & Price List Management
Quote & Order Management
Reporting
Task / Activity Management

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