I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business ...

That’s where a dedicated README sheet comes into play. It acts as the key to unlock your workbook’s true value by providing context, explaining calculations, and guiding users through its ...

Workbooks has added advanced project management tools directly into its No-BS CRM platform, enabling businesses to streamline workflows, allocate resources, and optimize revenue tracking. With these ...

Workbooks CRM offers a complete suite of tools to manage the entire customer lifecycle, from lead generation to post-sale support. The platform excels in its core capabilities, with intuitive ...

Workbooks, one of the best CRM providers, has announced the integration of advanced project management tools into its CRM ...