Mobile

Access your CRM any time, anywhere with Workbooks:

• Access the information you need with only a phone or tablet and an internet connection
• Create email, notes, opportunities, tasks and much more
• Use Google Maps from a Person or Organisation record
• Click to call functionality available from anywhere in your Workbooks database
• Give users a familiar look and feel
• Identify issues key clients might have had and be able to proactively suggest solutions by reading up on all the recent activity on accounts before you step into a meeting with them
• Make it more likely you can capture everything by adding notes to customer records as soon as you leave a meeting to update everyone else in the team with the latest developments