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
Use company context and CRM deal segments to rank prospect accounts
Company intelligence and contact research for account-based selling
Small-business CRM with multiple pipelines and connected conversations
CRM-based automation for lead capture and customer follow-up
Customer history and sales work connected to website inquiries
A self-hosted CRM core for leads, contacts, and sales workflows
Sales opportunity paths with phase checklists and inactivity triggers
Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace
Customer records, sales activity, and workflows with self-hosted or managed access
Contact enrichment and dated company signals across sales tools
Company website intent, prioritized account lists, and CRM workflows
Separate reserved stock from completed shipments
Organise seller work by account, channel and time zone within a broader revenue platform
Read cadence participation separately from replies, manual stops and opt-outs
Field-sales visit targets built from client classes and product lines
Build and run specialist AI agents for sales, support and operations
AI sales engagement platform for finding leads and running multichannel outreach
AI go-to-market system that connects data, agents, and outreach in one place.
AI agents that resolve support and sales conversations across your website, helpdesk, and messaging apps.
AI GTM platform that finds intent signals and enriches CRM data for B2B teams.
Revenue questions connected to deal context, call preparation and execution
AI people search and profile enrichment for recruiting and sales teams