Fully integrates with MIE Trak Pro
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.
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.
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.
Workbooks come with email templates that allow you to create professional looking email 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.
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.