Workbooks Product Video
Features & Options of Workbooks
- Contacts: People & Organisations, Notes & Attachments, Relationship Mapping.
- Email: Outbound Email, Mailshots, HTML Email Templates, Email Drop Box, Mailing Lists.
- Sales: Leads, Web-to-Lead, Marketing Campaigns, Opportunities, Pipeline Management, Sales Forecasting , Cases, Web-to-Case.
- Documents: Contract Management, Quotations, Customer Sales Orders, Customer Invoices & Credit Notes, Supplier Purchase Orders, Transaction Documents, PDF Output Documents.
- Tasks: Notifications, iCal Support, Activities & Meetings.
- Functions: Upload Library, Queues, Export to CSV & Excel, Import Wizard, Automation Engine, Custom Fields, Custom Page Layouts, Customisable Views, Global Search, vCard Support.
- Management: Audit Tracking, Dashboards, Charting, Reporting.
- Capacity: Multiple Databases, Multi Company Support.
- Products & Services: Product Book, Pricing Schemes.
- Financial: Foreign Currency & Exchange Rates, Multiple Tax Regimes.
- Support: Knowledge Base.
Access & Support:
- Users: Free plan – 2 users | Other plans – pay per user.
- Apps: Android, iPhone.
- Support: Free plan – Online only | Other plans – Online + Email + Phone.
Free: 2 users; 1 database, 1 GB storage, feature restrictions | CRM: £19/user/month; 5 databases, 10 GB storage, integrations, multi-currency, customisation | Business: £42/user/month; order management & invoicing.
Payment Discounts: None – billed annually.
Trial/Warranty: 30 day free trial.
Other Costs: Extensions (mandatory) – £16/user/month | Modules (optional) – £various.
Integrations & Add-Ons
- Invoicing & Accounting: Xero, Sage, CCH Software.
- Credit Checking: Creditsafe.
- Event Management: EventHQ.
- Contracts and Proposals: HelloSign, Adobe Document Cloud eSign.
- Inbound Marketing: Hubspot.
- Lead Generation: Lead Forensics, Barbour ABI.
- Email List Marketing: MailChimp, MPZMail, dotMailer, Campaign Master (UK) Ltd, Constant Contact.
- Email & Documents: Outlook Connector, Google Docs, Box.
- Address Lookup: PCA Predict.
- Integration Platforms: PieSync.
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