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Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Start for freeTools
5Last update
1 week agoCategory
CRM & Sales
Works with
WhatsAppFacebookInstagramWeb
AI Compatible
ChatGPTClaudeGemini
Tools
Create Customer Order
Creates an order from your customers for your goods or services.
Create Organisation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Create Person
Creates a person. People are recorded in your database, e a contact, an employee.
Find or Create an Order
Return the order if it exists; otherwise, create a new one.
Update Person
Updates a person.