Workbooks provides sales people, sales leaders and marketers with the tools they need to create leads, manage the sales pipeline, close deals and ensure their teams are productive. Assign leads to the correct person and schedule follow up activities for your colleagues to ensure your leads are being actioned. Workbooks Case Management system allows you to integrate your support teams with the rest of the business allowing teams to log trouble tickets, assign cases to users and Queues, set priorities and track the progress of the case.
Meta SaaS provides a direct cloud API connector for Workbooks & many other cloud application providers. Click here to view all integrations.