Business relationship
Current use unconfirmed
Workbooks CRM with invoicing, reporting and automations customers
About 40 users with four internal administrators, covering prospects, customers, contacts, opportunities and invoicing, integrated with a webinar platform and a finance system, replacing manual renewal, invoicing and lead handling processes
No implementation year or publication date is printed on the page.
A source documents an implementation. Check its date and scope; ongoing use is separate.
Provider case study states that the media and publishing business replaced manual renewal, invoicing and lead processes with the provider's CRM for a stated number of users, integrating it with its webinar and finance systems.
Current use not independently confirmed
A source may describe one project, facility, department or point in time. It does not automatically establish company-wide adoption or ongoing use. Source dates and project dates do not establish ongoing use.
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