Workbooks CRM
Workbooks CRM is the ideal solution for small businesses that are looking to expand as efficiently as possible. It brings customer relationship management to the next level. As with most CRM software, lead capture and tracking is at the heart of Workbooks CRM. It shows any employee who is communicating with a customer exactly what contacts have occurred previously with that customer. This helps you to manage your sales pipeline as well as track opportunities and make accurate forecasts. This software is especially useful for a small business, which has fewer personnel who can be devoted to keeping contact management organized. It provides a dashboard through which sales, marketing and customer service can be coordinated, so there is far less duplication of effort. Customers will also appreciate the unified experience they receive when contacting the company whether to inquire about a product or service or to put in a support ticket.