Salesforce rival builds advanced project management into CRM Workbooks has announced the integration of advanced project management directly into its CRM.
Workbooks, one of the best CRM providers, has announced the integration of advanced project management tools into its CRM platform.
“By integrating CRM with advanced project management, we’re providing a single platform that provides a direct benefit to CEOs, CFOs, COOs, and the consultants/project managers at mid-size services businesses.”.
I was lucky enough to get a sneak peek at Workbooks project management tools at a customer event last year.
Although these are certainly still a crucial part of what makes a great CRM, now we are seeing the expansion of CRM capabilities to support multiple processes across business.
