Knowledge Base

Workbooks CRM allows you to manage engagement, activities and transactions throughout the entire customer lifecycle. Providing this central view of customer interactions may involve exchanging data with other business systems such as your website, email, ERP

This is a test page to add to the menu.

Case records are available in Workbooks CRM, and can be configured to support a versatile array of business processes. Internally within the Workbooks office, we use these to track:  Support Cases  Projects  Customers at Risk  …and

Coming Soon.

Being able to read your own process logs is incredibly helpful for diagnosing issues. They allow you to trace what went wrong and plan the right steps to fix the problem—and prevent it from happening