I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

Workbooks announces the integration of advanced project management directly into its CRM The goal is to simplify project ...

Workbooks CRM offers a complete suite of tools to manage the entire customer lifecycle, from lead generation to post-sale support. The platform excels in its core capabilities, with intuitive ...

Workbooks has added advanced project management tools directly into its No-BS CRM platform, enabling businesses to streamline workflows, allocate resources, and optimize revenue tracking. With these ...