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 records, sales conversations and follow-up in one workspace
CRM-based automation for lead capture and customer follow-up
Sales opportunities with guided stages, suggested actions and visible predictions
Outbound sales calling, prospect research and coaching in a shared workspace
Real-estate CRM connecting property searches, follow-up, and brokerage operations
Transform and inspect CSV, TSV, JSON, and other structured text from the command line.
Use GPS-verified mobile timecards to connect field hours with construction jobs.
Interactive remeshing through orientation and position fields
Legal intake forms with case-specific fields and conditional follow-up rules
Calling-focused CRM with event-triggered WhatsApp follow-up workflows
Configurable advisory CRM with record-linked processes and task dependencies
Field forms with dispatch, fixed workflow handoffs and flexible assignments
Field forms collected through Android or a browser and synchronized with Central
AI sales agent that finds leads and books meetings
Account and contact management with bulk updates, opportunity history, and task automation
CRM-to-quote workflows within a configurable business platform
Field forms that become assigned tasks with separate dispatch states
WordPress form editing with selections for scattered or matching fields
WordPress forms with shared defaults and individual validation settings
Customer records and sales deals with project, owner and currency filters
Shared customer records with stage-specific deal work
Website company identification with intent routing and sales outreach
Customer history and sales opportunities connected with quotes and commercial documents