
CW
Carson W.
CRM Consultant
Small-Business (50 or fewer emp.)
"Workbooks is ideal for SMEs"
What do you like best about Workbooks?
It has everything you need to store the contact information for your accounts & contacts (customers, prospects, suppliers etc.) You can be reminded about your most important activities from the CRM or Outlook & you can track marketing campaigns & sales performance using its views, reports & dashboards. You can even use it to send sales orders & issue invoices, credit notes, contracts & supplier orders! Review collected by and hosted on G2.com.
What do you dislike about Workbooks?
Like any application you need to invest time to learn the software but Workbooks is pretty intuitive. Review collected by and hosted on G2.com.