Workbooks
Workbooks
19 reviews
WH 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
  • Surveys/Questionnaires/Polls
  • 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
Have you used Workbooks in the past?

Help other people find the right software by sharing your Workbooks experience.

The right software for your business

Get your personalized recommendations now.