CRM

Use CRM to manage your business' relationships with clients and potential clients, build healthy pipelines, and identify the right opportunities for your organization. You can monitor your and your business' interactions with existing clients, identify prospects, create pipelines and pipeline-related activities, and perform twelve-month summary forecasts. These will help improve sales, boost profitability, and enhance customer service.

Pipelines

Use the Pipelines module to manage your new business-related pipelines using multiple parameters, including the employee responsible, resource, contact, probability, status, stage, potential revenue, rating, and more. You can create or duplicate pipelines as well as add contacts to pipelines.

My Activities

Use the My Activities module to monitor pipeline activities assigned to you. In this module, you can also add new pipeline activities, add the next activity, update activity information, and display the prospect card where you can perform client- and prospect-related tasks.

Clients & Prospects List

Use the Clients & Prospects List module to add prospects to WorkBook, as well as new business opportunities for existing clients. You can also add new pipeline activities, deactivate clients and prospects, and display the prospect card where you can perform client- and prospect-related tasks.

12-Month Summary Forecast

Use the 12-Month Summary Forecast module to view projected payment plans, approved price quotes, and work-in-progress (WIP) postings for the next 12 months. This submodule also displays the month-by-month breakdown of jobs and pipeline projects.

Resource Search

Use the Resource Search module to filter or perform searches based on prospect and activity data.

All Activities

Use the All Activities module to monitor all pipeline activities. You can also add new pipeline activities, add the next activity, update activity information, and display the prospect card where you can perform client- and prospect-related tasks.

Pipeline Log

Use the Pipeline Log module to view the changes by resource, employee responsible, date range, updated item, and the employee who made the update. In this submodule, you can display the pipeline card where you can perform pipeline- and activity-related tasks.