Workbooks

Workbooks

TA Score

8.6

Top Workbooks Features

What are the Best Workbooks Features?

Customer Management

Case Management
Pipeline Management

Lead Management

Lead Generation
Lead Aggregation
Lead Augmentation

Supported Channels

Voice
SMS
Email
Social Media

Language & Speech

Multilingual Interface

Accounting Features

Invoicing & Billing
Estimates & Quotations
Sales & Purchase Orders

Reporting & Analytics

Forecasting
Lead Scoring

Customizable Items

Custom Forms
Custom Layouts

File Management

Contract Lifecycle Management

Drag-and-Drop Builders/Designers

Campaign Builder

Systems/Administrative

Storage
Sandbox
Multiple Currencies

Third-Party Integrations

MailChimp

Microsoft 365

Microsoft Outlook

Course Management

Course Library

After-Sales Service

Phone Support
Email Support
Chat Support
Forum
Product Guide/Manual

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