Workbooks CRM Integration

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Membership Management with Workbooks CRM

Setup

You can use any of the following third-party integration platforms to connect Raklet with Workbooks CRM:

  Zapier

  Make

Learn more about integrations on Help Center.