Workbooks Free Edition

Workbooks CRM makes it easy to run campaigns and generate more quality leads by proving tools that are relevant to execute the marketing strategy and measuring ROI. The marketing features provided by Workbooks CRM include data management, profiling, and targeting, email campaigns, event management, lead scoring, website analytics, and supplier management.

The data management, profiling, and targeting features enable the gathering of business intelligence on the target accounts or market. The feature also allows managing of all the accounts or contacts within the CRM. The email campaigns feature allows segmenting the database and using the templates to send targeted email messages directly from Workbooks. The event management feature facilitates planning, organizing, and promoting live events, webinars or training courses from within the Workbooks CRM.

Some of the sales features provided by Workbooks include opportunity management, sales performance metrics, tracking sales activities, and sales forecasting. The opportunity management feature allows managing the sales opportunities, improving conversion rates, driving best practices across the sales team, and growing revenue. The sales performance metrics enable generating reports and dashboards that give the insight into the sales pipeline and performance.

The sales forecasting feature offers an excellent platform that enables the sales people to forecast effectively and determine how likely the deals are to close and if the team is likely to hit the target. The sales forecasting feature also enables generating of dashboards and reports to give real-time visibility to sales teams and managers. Workbooks also provide quotations that make it easy to build professional looking quotations quickly.

You may like to read: Free, Open Source and Top Customer Relationship Management (CRM) Software, How to Select the Best Customer Relationship Management Software for Your Business and Steps for a Successful Small Business CRM Implementation