Editions & Licensing

Workbooks CRM enables you to:

• Track all of the People and Organisations you do business with, and record all the contact you have with them.
• Set up and run Marketing Campaigns.
• Capture Leads and move them through your sales process to Quotation stage.
• Record support tickets (Cases) and track through to resolution.

The Business edition extends this functionality allowing you to:

• Record all details of your interactions from prospect to cash, including raising Invoices, Customer Orders, Credit Notes and Supplier Orders.

The Events edition includes all of the functionality of a Business licence, plus includes everything you need to manage Events, including registring, tickets, and attendance. 

No matter which edition you use, you can create customised Reports, Charts and Dashboards, to give you up-to-date information about all aspects of your business.

Click here to find out more about the different editions and work out which one is right for you.

Extensions are available to enhance your usage of Workbooks:

• Workbooks Exchange Server Sync (WESS) which allows you to synchronise Outlook contacts, tasks and meetings with Workbooks and to share emails stored in Outlook with Workbooks.
• Audit, which enables tracking of every change made in Workbooks, allowing for more detailed reporting.
• Multiple Currencies, which enables you to record Opportunities, Orders, Invoices and other transaction documents in different currencies and convert them all to your Home Currency for reporting purposes.
• Multiple Own Organisations, so you can set up more than one entity to reflect how your run your business.
• Multiple Language, to support displaying Workbooks in different languages. See which languages are supported here.
• Advanced Security, which allows you to set up complex sharing rules that are automatically applied to new records as they’re created.
• Custom Records, to support the configuration of your own bespoke workflows and business systems.
• Contract Management, which allows you to track Contracts and Cases for your Customers.
• Mapping, allowing you to see where your contacts are on a map.

Your System Administrator can control which users have access to which licences and extensions as long as the total numbers allocated remain within your contractual entitlement.

If you can see information in the Knowledge Base about Workbooks features that you don’t have, you might need to upgrade your licence.