Workbooks integrates with MS Outlook in 4 days: Email, Calendar, Contacts and tasks allowing a user with a simple click to synch information in of or out of Workbooks from Outlook. This is achieved using our Outlook connector on the PC which synchs records for the user that are relevant to them and allows the user to use Outlook offline and online with Workbooks. Even without Outlook Workbooks includes an email Dropbox functionality that allows any email client to copy emails into the Workbooks CRM system easily.
Workbooks is the affordable CRM alternative to Salesforce and HubSpot.
For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth, Workbooks provides sa
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