workbooks crm

  • Workbooks CRM: Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

    • Create Customer Order: Creates an order from your customers for your goods or services.

    • Create Organisation: Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

    • Find or Create an Order: Returns and order if exists otherwise creates a new one.

    • Update Person: Updates a person.

    • Create Person: Creates a person. People are recorded in your database, e.g a contact, an employee.

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