Multi-channel support

Manage cases via an email inbox. Capture enquiries via a Web form. Allow customers to self-serve online. Capture chat logs and integrate Social Media tools.

Workbooks gives you MORE

More availability.
More consistency.
More continuity.

Let's Talk

Share information and provide a seamless experience across all channels with Workbooks:

  • Get a single, shared view of cases whether your customers contact you by telephone, email, customer portal, web chat or social media
  • Track and manage cases via a central support email inbox where queries come in through email
  • Capture website enquiries directly in your CRM through web forms
  • Enable your clients to log into a web portal and manage their cases online
  • Capture chat logs from your web chat applications and store them in your CRM platform
  • Capture the social conversation inside your CRM by integrating social media tools like Hootsuite

4.4 out of 5 (106 reviews)

Top 20 CRM 2020 Top 20 CRM 2020

4.3 out of 5 (106 reviews)

High Performer Summer 2022 High Performer Summer 2022

4.2 out of 5 (527 reviews)