Yes! Unlike some other vendors, we don’t insist that all users have the same edition of Workbooks. You can therefore have some users with the CRM edition, and some with the Business edition.
Extensions like audit or multi-currency need to be purchased for all users. But modules like Exchange Integration and Contract Management need only to be purchased for users that require that additional functionality.
Workbooks implement the software for you. When you purchase our CRM platform you also purchase a series of Professional Service Days. Our team of specialist consultants will implement your CRM, ensuring the project runs smoothly from start to finish.
Yes, in all packages. Our customer support team is available to all paying customers Monday – Friday 9am – 5:30pm.
All Workbooks packages contain 100GB of storage as standard. If you use more than 100GB you will need to upgrade your storage allowance.