Workbooks CRM Sales Management Dashboard

[tasnimsanika7]

Automation takes away the boring tasks and lets you focus on building relationships. Need to hit a target? Real-time forecasts and metrics have your back. And when it’s time to close the deal? Two clicks and voila: a quote becomes an order.

Best Features of Workbooks
Data enrichment enhances your CRM data to obtain more accurate customer profiles
The subscriptions and renewals feature automates contract renewal reminders and can predict future subscription levels
A 360° view of customer interactions helps track activities and potential sales opportunities
Automated workflows streamline repetitive tasks
Real-time reporting and actionable insights into your sales pipeline and each rep's performance to highlight areas for improvement
Limitations of Workbooks
Scalability can be an issue as your business grows (along with your customer data)
Some users don't find it easy to use for lead generation
Workbook Prices
CRM: $39/month per user
Business: $79/month per user
*All prices listed refer to the annual billing model and offer a free trial austria consumer email address version

Workbooks Ratings and Reviews
G2 : 4.2/5 (500+ reviews)
Capterra **4.3/5 (100+ reviews)
9. Bitrix24
Bitrix24 CRM Kanban view

Bitrix24 Bitrix24 is like that new gadget that’s a little hard to figure out at first, but once you do, it takes your productivity to a whole new level. This CRM tool juggles it all: lead management , project management, and even fine-tuning your own help desk .