Workbooks CRM
secure.workbooks.comWorkbooks CRM helps teams manage customer, organisation, and order information in one place—so day-to-day sales and billing details don’t get out of sync. It’s built for practical business operations, with straightforward customer/order record management and workflow-friendly events that surface new activity as it happens, like newly posted invoices and credit notes. Teams use it to maintain clean CRM data and respond faster to important commercial changes.
With Workbooks CRM connected, BOBs can treat your CRM as a live source of truth for customers and orders. They can update existing people, create missing customer records, and build or locate orders so downstream systems stay accurate without manual copy/paste. When billing documents land, BOBs can react immediately—triggering internal notifications, starting follow-up tasks, or updating connected tools that depend on fresh invoice and credit note data.
This enables end-to-end operational use cases like keeping CRM data consistently clean, accelerating order lifecycle workflows (from customer creation to order creation), and running responsive billing operations that don’t wait for human check-ins. Ideal for teams that want faster follow-up after billing events and fewer CRM data discrepancies across the business.
What can BOBs do with Workbooks CRM?
Perform actions
- Create Customer Order
- Create Organisation
- Create Person
- Find or Create an Order
- Update Person
Listen to real-time events
- New Organisation (Instant)
- New Person (Instant)
- New Posted Credit Note (Instant)
- New Posted Invoice (Instant)