Workbooks

Who is Workbooks for?

Customer Service Teams
Entrepreneurs
Freelancers
Marketing Teams
Sales Teams
Small Business Owners
Startup Founders

Why you should find out more

Workbooks.com has been awarded the 'Best CRM Software' by FinancesOnline for 3 consecutive years
Workbooks.com has been used to manage over 10 million records
Workbooks.com has over 1,000 customers in over 50 countries

What are the benefits of Workbooks?

Customizable
Easy Setup
Integrations
Secure Storage

Things to consider

Costs
Integrations
Security
Support

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What is Workbooks?

Workbooks is a cloud-based customer relationship management (CRM) and business process management (BPM) software designed to help businesses manage their customer relationships, sales, marketing, and operations.

It is designed to be easy to use and to provide a comprehensive view of customer data.

Who Should Use Workbooks?

Workbooks is suitable for small to medium-sized businesses looking for an all-in-one CRM and BPM solution.

It is particularly useful for businesses that need to manage customer relationships, sales, marketing, and operations in one place.

Key Benefits and Features

Integrated CRM and BPM software
Easy to use and intuitive interface
Comprehensive view of customer data
Real-time reporting and analytics
Integration with other business systems
Mobile access
Secure data storage

How Does Workbooks Compare to its Competitors?

Workbooks is a comprehensive CRM and BPM solution that is easy to use and provides a comprehensive view of customer data.

It is competitively priced compared to other CRM and BPM solutions and offers a range of features and benefits that make it a great choice for businesses looking for an all-in-one solution.

Features

Help & Support

How easy is it to get started with Workbooks?: Workbooks is designed to be easy to use and set up. You can get started in minutes with our free trial and our team of experts are always on hand to help you get the most out of the platform.
How secure is Workbooks?: Workbooks is built on a secure, cloud-based platform and is compliant with the latest security standards, including ISO 27001 and GDPR.
What platforms does Workbooks support?: Workbooks is available on Windows, Mac, iOS, and Android devices.
What features does Workbooks offer?: Workbooks offers a range of features including contact and account management, sales pipeline management, marketing automation, document management, reporting and analytics, and more.
What is Workbooks?: Workbooks is a cloud-based CRM and business process platform that helps you to manage your customer relationships, sales pipeline, marketing activities and operations.
How easy is it to get started with Workbooks?: Workbooks is designed to be easy to use and set up. You can get started in minutes with our free trial and our team of experts are always on hand to help you get the most out of the platform.
How secure is Workbooks?: Workbooks is built on a secure, cloud-based platform and is compliant with the latest security standards, including ISO 27001 and GDPR.
What platforms does Workbooks support?: Workbooks is available on Windows, Mac, iOS, and Android devices.
What features does Workbooks offer?: Workbooks offers a range of features including contact and account management, sales pipeline management, marketing automation, document management, reporting and analytics, and more.
What is Workbooks?: Workbooks is a cloud-based CRM and business process platform that helps you to manage your customer relationships, sales pipeline, marketing activities and operations.