CRM Implementation

CRM Solutions

Lucid Switch is an Integrations partner with the following CRM Solutions

Workbooks.com delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.

Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfillment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite. For more information visit www.workbooks.com.

Workbooks Pricing & Features

 

Zoho.com offers a comprehensive suite of award-winning online business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software.

 

 

Project Management

Teamwork.com was created because we needed a better way to run our own business and existing software was either too basic or too confusing. Teamwork.com is practical software that gets you organised so that you can reduce unnecessary meetings and simply Get Things Done. By using Teamwork.com, your team will be organised, your clients will be impressed and your business will take off.

 

Accounting/Billing

 

QuickBooks puts the things you need most all in one place. Easily do invoicing, accept payments, track expenses, and stay on top of bookkeeping for tax time.

 
 

Email Integration

 
MailChimp is a popular online email marketing solution. The Workbooks integration with MailChimp enables you to automatically synchronise contact lists and records between your Workbooks CRM system and MailChimp, thus empowering you to effectively target your Workbooks contacts using MailChimp's powerful email marketing tools.
 
 

E-Signature

 See our Video on how we integrated HelloSign into Workbooks CRM