Workbooks CRM Mobile 4+
Travel well with Workbooks CRM
Workbooks Online Limited
Designed for iPad
-
- Free
Screenshots
Description
CRM is a journey. Travel well with Workbooks CRM mobile app.
Join up your entire business with the Workbooks CRM mobile app. Give your marketing, sales, finance and service teams a single 360-degree view of your customers that helps everyone focus on the right things and get the real-time insights they need to act quickly and decisively – wherever and however they work.
Focus on what matters with Springboard
Get your day off to a flying start with a personalised dashboard of cards that shows your favourite reports, lists, tasks, events and more.
Access your data anytime, anywhere
Get real-time access to a single source of truth and update records on the go to give everyone the information they need to make the decisions that matter.
Work safely and securely
Sign in to Workbooks with your iPhone or iPad and work with confidence, knowing that your data is safe no matter where you are.
Optimised for mobile
Find the look and feel you already know, designed to work best on your mobile device. Make calls and plan journeys from within Workbooks.
Install Workbooks CRM mobile on your iPhone or iPad now and join up your business today.
What’s New
Version 7.73.73
Restored Okta login as an option
Ratings and Reviews
Couldn’t be easier
Very familiar look and feel coming from using Workbooks CRM on my laptop. I didn’t find myself hankering to get my laptop or iPad out, as this app delivered everything I need most often, via the totally familiar Workbooks springboard.
Great on an iPad
This is exactly what I was looking for. Access to all my Workbooks data on my iPad.
Easy to use if you use Workbooks Desktop already. Everything from that version but convenient to use.
Workbooks CRM *and* mobile; perfect.
Customer information available at my fingertips and on the go. The same or similar interface to Workbooks CRM on the web and on a larger screen. What's not to like?
App Privacy
The developer, Workbooks Online Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Workbooks Online Limited
- Size
- 26.1 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2009-2024 Workbooks Online Limited
- Price
- Free