Workbooks CRM

Open Workbooks in the morning and it guides your day. Start by connecting your inbox, dedicated phone line, web forms, and payment or accounting tools. Import contacts, deduplicate, and tag them with segments based on behavior, geography, or purchase history. Switch on website tracking to see which pages prospects view, and—if you use devices in the field—feed telemetry into profiles for service alerts. Build a home dashboard with pipeline health, campaign performance, and aging orders. Use the AI assistant to summarize overnight activity, highlight at-risk deals, and suggest the next three actions to hit quota.

For marketers, set up journeys in minutes. Define your audience with filters like lifecycle stage, score thresholds, and last activity. Create landing pages, forms, and multivariate tests to tune conversion. Draft copy with the AI assistant, then schedule drips triggered by signups, downloads, or inactivity. Orchestrate outreach across email, social, SMS, and the website, and throttle by territory if needed. Measure everything: cost per lead, influenced revenue, and true ROI using won opportunities and invoiced revenue—not guesses. High-intent responses push straight to sales with alerts and SLAs, while low-intent contacts stay in nurture tracks until they’re ready.

For sales, every inbound lead routes to the right rep automatically. Workbooks turns conversations into opportunities with pre-set stages and weighted forecasts. The system proposes next steps, drafts reply emails, and logs calls from your assigned number. Pull items from the product catalog to build one or multiple quotes per deal, handle approvals, and convert the winner into an order and invoice without retyping. Inventory or ERP data can sync in real time so availability and pricing are always current. Collaborate in the record with comments and shared files, and use task queues and playbooks to keep pursuits consistent across the team. Territory views, predictive close dates, and activity heatmaps keep managers focused on the right coaching moments.

Post-sale, capture issues from email, chat, phone, and social into one queue with SLA timers and escalation rules. Offer agents guided responses from a knowledge base and auto-suggested solutions. Project boards handle onboarding milestones and implementation tasks, while renewals and cross-sell prompts surface from account health, usage patterns, and predictive scores. Automate satisfaction surveys after resolution and trigger follow-ups for low ratings. Reporting ties it all together with board-ready summaries and drill-downs by channel, rep, or region. Admins can tailor objects, fields, forms, and permissions to match your process—no heavy coding—so the system fits your business today and scales as workflows evolve.