Workbooks
workbooks.comCRM joining opportunity forecasts with customer service and optional commercial operations
CRM joining opportunity forecasts with customer service and optional commercial operations
Customer history and sales work connected to website inquiries
Customer records, sales activity, and workflows with self-hosted or managed access
Outbound sales calling, prospect research and coaching in a shared workspace
AI sales assistant that runs voice and text conversations
Customer records and lead conversion with configurable sales and delivery work
An independently usable CRM app with team pipelines and opportunity activities
US sales tax reporting, calculation and optional automated return filing
Turn connected sales into tax invoices, threshold alerts and filing reports
Sales pipelines with lead routing and Freddy AI assistance
Visual sales pipelines with activities and email context
Sales visit plans with route or customer assignments and recurring schedules
Sales competitions with explicit metrics, participants and publishing controls
Queue-based sales work with adaptive scripts and timed follow-up
Find competing pages and keyword opportunities with one-off Search Console scans.
Sales enablement with buyer-owned action plans and reusable deal-room structures
Sales CRM for lead separation, opportunity tracking, and account context
Connected sales, marketing, and service around a shared CRM
Sales readiness and enablement with explicit training and role-play package boundaries
Contact records and sales pipelines with configurable follow-up automations
Lead records and sales communication with usage-based calling and messaging
A sales CRM organized around the next customer follow-up
Shared customer and deal work with connected appointment and support tools