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
Top 20 CRM 2020
High Performer Summer 2022