Workbooks CRM - #10 of Top CRM Systems

Workbooks CRM

The Workbooks CRM system is a software designed to work for small to mid-sized companies. It has several features such as marketing and sales automation, customer service, and support, and a cloud-based system. It is a is fully integrated system designed to manage your business successfully. The marketing aspect of the program can compile information about customers by gathering data from the company’s website. For example, if a customer has expressed an interest in a product, the software takes a note of it and sends the information to the sales team. The sales part of the program puts together reminders for the team such as telephone calls and appointments. It interfaces with Outlook so the users can send and receive emails within the same application. The customer service part of the software enables clients to send tickets with details of any problems they encounter. The CRM system then relays the information to the right member of the sales team. The cloud-based system stores your files in a remote database. It updates on a regular basis, and your records are readily available.