Workbooks CRM
Traditional CRM software platforms deal exclusively in maintaining customer and prospect profiles, and then regularly updating those profiles to extract sales opportunities. Workbooks is a CRM platform that goes beyond the standard scope of features to include functions such as processing sales orders, managing existing contracts and real-time invoicing. It is a comprehensive sales management tool that resides on your sales staffs' mobile computing devices. Along with allowing all of these extra features to exist in one platform, Workbooks also utilizes the extra data to create even more comprehensive customer and prospect profiles that your sales staff can use to drive more revenue. With all of the contract and sales information on each customer located in one convenient place, sales professionals can determine ways to grow revenue with existing clients, while also planning new sales presentations for significant prospects.