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New features in Workbooks 4.7 CRM

New features in Workbooks 4.7 CRM

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Workbooks 4.7 includes many new features including multi-lingual capabilities, Zapier app integration, data management and reporting enhancements. Multi-lingual support. To support our international clients with offices around the world, Workbooks has added multi-lingual functionality to their CRM platform. Translations for French, German, Spanish and English American are provided in this release, the platform can support any other languages, including multi-byte character sets. Addition translations will be provided based on customer demand. Translation support enables clients to use different languages for field names, record names and also values held in pick lists and data tables.

Zapier Integration
The Workbooks CRM platform has been connected with Zapier (a tool with access to over 500+ apps), making it possible for their customers to now connect the apps they use to their CRM to get more out of their data and automate additional tasks. John Cheney Workbooks CEO added “Zapier provides us with an effective integration hub to connect Workbooks to applications like Xero, Quickbooks and Trello, helping our clients streamline business processes.”

De-duplication and Merging
Data quality is vital for businesses to manage their customers and prospects effectively. Workbooks has improved its automated identification of duplicates and implemented an easy to use merge wizard so their customers can improve their data quality.

Other Improvements
This release also saw improvements to the reporting engine, including the introduction of targets and conditional formatting and colour coding. In addition the Workbooks campaign module and mailshots tools were enhanced to improve usability.
Workbooks delivers award-winning CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.

Unlike traditional CRM solutions, extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management.

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