A complete solution to track your customers from prospect to cash.
Compatible con:
2 mil+
Información general
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). 
Información adicional
PrecioNo disponible
Desarrollador
Estado de operador no especificado
Política de privacidad
Términos del Servicio
Workbooks.com CRM solicitará los permisos que se indican abajo. Más información
Workbooks.com CRM necesitará acceder a tu cuenta de Google
Con este permiso, Workbooks.com CRM podrá:
Ver, modificar, crear y eliminar archivos de Google Drive
Ver, editar, crear y eliminar solo los archivos de Google Drive que utilices en esta aplicación
Ver, modificar, compartir y eliminar permanentemente todos los calendarios a los que el usuario puede acceder con Google Calendar
Ver información sobre los usuarios de tu dominio
Crear, modificar, organizar y eliminar tareas
Ver la dirección de correo electrónico principal de tu cuenta de Google.
Consultar tu información personal, incluida la que has compartido públicamente
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