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