GoCardless offer a quick and simple way to take one-off and recurring payments.
Integrate Workbooks CRM with over 700+ web services using Zapier.
If you have existing data in other CRM systems, databases or spreadsheets, you can import it into Workbooks from a CSV (Comma Separated Value) file. CSV files are a standard way of exchanging data be
Adobe Sign is a cloud-based e-signature solution which allows you to fully automate signing and approvals across a wide range of departments and business processes
Barbour's construction database helps identify industry trends and potential new customers.
Basecamp is a web-based project management tool launched in 2004. Basecamp offers to-do lists, milestones, file sharing, time tracking and messaging.
Workbooks users can integrate with Basecamp to
Box.net provides free cloud storage and file sharing services that enables you to securely share and access files online.
Campaign Master (UK) Ltd is a leading email marketing platform.
Constant Contact is a cloud based email marketing platform that enables you to build and send attractive emails, and then track the results.
Creditsafe are a global provider of business credit information with data on over 120 million organisations worldwide.
dotMailer is a powerful email marketing and marketing automation platform that enables you to create and send comprehensive email marketing campaigns, and then track the results.
Eventbrite is a marketplace for live experiences (such as theatre show's, gig's and stand-up comedy) allowing people to find, create and buy ticket's to events.
Eventbrite could be integrated into
EventHQ provides powerful online event registration software that help you to better manage your corporate events, conferences, workshops and charity events.
Google Docs is a cloud-based productivity suite that enables your team to create, access and share documents online, from anywhere.
GoToMeeting is an online meeting, desktop sharing and video conferencing platform offering virtual meeting's over the internet in real time.
Integrate with Workbooks for the ability to push GoToMee
HelloSign is a cloud-based electronic signature tool that enables users to sign, fill out, send, retrieve, and save documents paperlessly.
Hubspot provides marketers with one place from which they can access all the tools they need for effective inbound marketing.
Lead Forensics is the ultimate B2B lead generation tool that identifies your anonymous website visitors and provides the intelligence you need to turn them into new business leads.
MailChimp is a popular online email marketing solution.
MPZMail is an Email Marketing tool to capture subscribers, create stunning marketing emails and send and track the results in real time.
MySQL is a widely used database management system, MySQL powers many platforms and websites including Workbooks CRM, Facebook, Google, Drupal and Wordpress.
The Workbooks Outlook Connector is a plug-in application for Microsoft Outlook which synchronises key information, including meetings, emails, contacts and tasks between Outlook and Workbooks CRM.
PCA Predict (Formally Postcode Anywhere) offers web services and software to lookup UK and international addresses.
Make Workbooks and Google contacts talk to each other. Add new data to one of both services and it will be automatically reflected in the other one.
SageLink allows you synchronise orders, credit notes, new accounts and invoice information from Workbooks directly into Sage Line 50, 100 and 200.
CCH Software to delivers innovative tax, accounting and practice development software.
Xero is a cloud-based accounting package that enables you to effectively manage your online accounting, bank reconciliation and invoicing.
Zendesk Inc. is an online customer service platform offering rapid interaction between businesses and customers.
Users can easily integrate items such as new organisations, user's, forums, tickets
QuickBooks offer's on-premise and cloud based accounting software aimed at small and medium-sized businesses. Customers use QuickBooks to accept payments, manage and pay bills and run payroll..
Microsoft SQL Server is a database management system running as a server allowing software applications to store and retrieve data across singular and multiple networks.
Customers can use Microsof
Mondago provides CTI software which integrates with Workbooks CRM allowing you to connect your phone system. The Mondago software supports a wide range of phone systems, including traditional
The Workbooks Exchange Server Sync (WESS) offers users the ability to connect over the Microsoft Exchange and synchronise emails, meetings, contacts and tasks between an email provider and Workbooks CRM.