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.