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A complete solution to track your customers from prospect to cash.
Works with:
2,467
Overview
Use Workbooks to generate more leads and maximise your marketing return on investment. Integrate with Google Adwords, capture web leads, import and segment your data, generate campaigns, create and send targeted personalized HTML emails, track leads through their life cycle. 

Increase your sales success and drive revenue growth. Give your sales team the tools to make them more effective, including activity management, opportunity tracking, pricing and forecasting tools. Analyse your sales success, build accurate sales forecasts, track individual sales performance and analyse key performance indicators such as win, loss and competitive deals. 

Improve the quality of service you deliver to your customers. With Workbooks you can manage all your customer support enquiries, allocate case numbers, set priority levels, identify issues and ensure activities are followed-up. Your customer service teams also benefit from seeing the complete customer history including sales Activities and order history. 

Streamline your sales order processing with Workbooks and improve business productivity. Create quotations, sales orders, supplier purchase orders, sales invoices and credit notes in Workbooks and automatically create Google Docs to share them with your customers. 

Three editions are available: 
* Free (full-featured, for up to two users) 
* CRM (sales & marketing, customer support). 
* Business (complete prospect-to-cash solution including CRM, order processing and invoicing). 
Additional information
PricingNot available
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Trader status unspecified
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Workbooks.com CRM will ask for the permissions shown below. Learn more
Workbooks.com CRM will need access to your Google account
This will allow Workbooks.com CRM to :
See, edit, create, and delete all of your Google Drive files
See, edit, create, and delete only the specific Google Drive files you use with this app
See, edit, share, and permanently delete all the calendars you can access using Google Calendar
See info about users on your domain
Create, edit, organize, and delete all your tasks
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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