Workbooks

AI-powered CRM capabilities

Track every change in the system to see who changed which values and when

100GB of storage included as standard with option to upgrade

Track different legal entities and which entity created sales orders or invoices

Check the location of clients and prospects on a map and filter based on geolocation

Consolidated view of customer information across the system

Support customers with ticketing and case management functionality

Create custom record types in addition to standard record types

Raise invoices and credit notes

Keep transaction documents in different currencies with automatic conversion to global currency

Integrate CRM with accounting and ERP software

Synchronize contacts, calendar, email and tasks between Workbooks and Outlook

Integrate CRM with Office 365 suite

Manage all parts of events from tasks and registrations to lead management

Automate marketing campaigns and lead nurturing

Project management functionality for tracking projects and tasks

Create in-depth reporting and dashboard views of customer data

Manage opportunities and sales pipeline

Manage orders and order processing

Create and send quotations to customers

Forecast sales pipeline and revenue

Manage and process sales orders

Enhanced security controls including Single Sign-on with Microsoft Azure AD and complex security rules