Workbooks CRM - #10 of Top Customer Relationship Managements

Workbooks CRM

Workbooks is CRM software that is customized to the needs of small and medium-sized businesses. The subscription for the software must be renewed on a yearly basis, so businesses won't have to pay for a large upfront cost. Customer relationship information can be viewed in one central zone, which includes data relating to sales, customer services, and marketing. The Knowledge Base is a tool provided by Workbooks that allows users to learn all the ins and outs of the products. Manuals, FAQs, implementation guides, and even training videos will get new users up to speed in no time. Companies can choose between multiple pricing models, including a free model, a CRM standard package, and the business package. The business offering includes order management, invoicing, and credit notes. It's notable that CRM and Business licenses can be mixed and matched according to a customer's preferences.