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Workbooks CRM

Fully integrates with MIE Trak Pro

WORKBOOKS CRM

Sales Leads

Record sales leads in Workbooks and allocate them to individuals or queues for follow-up. Sales leads can be tracked against marketing campaigns in Workbooks and once qualified, converted into opportunities.

 

Relationship Mapping

Track relationships between organizations and people to build a picture of your ecosystem. You can manage relationships, including your customers, partners, suppliers, and competitors, as well as track relationships between people.

 

Activities

Record activities and meetings against any record type in Workbooks, then customize them to meet your specific business needs. Store notes and attachments against any record in Workbooks. You can also restrict access to notes so only authorized people have access to them.

 

E-mail Templates

Workbooks come with e-mail templates that allow you to create professional looking e-mail messages for performing common tasks. You can easily merge content from Workbooks records, such as First Name, Last Name, and Case Number, then publish templates to be shared across groups of users.

 

Customize

Whether you’re looking for comprehensive project management and support, or simply looking for a package that will enable you to get your Workbooks CRM up and running, we can help you find the right option for your organization, at the right cost.

Resources

3 Simple Steps for Workbooks CRM Integration

3 Simple Steps for a Successful MIE Trak Pro Workbooks Integration

Integration with Workbooks CRM is simple.

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 Demo Workbooks CRM Today

Contact Us

MIE Solutions
13252 Garden Grove Blvd #215
Garden Grove, CA 92843

714-786-6230
info@mie-solutions.com

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