Workbie Website FAQs
What is Workbie?
Workbie is an intuitive CRM system that creates connections between customers, tasks, contact and sales. We use custom developed modules to create a streamlined process for all users. We strive to help improve your processes, structure and everyday work with Workbie.
Why Workbie?
Here at Workbie we don’t just provide another CRM. We pride ourselves on being different. Choose which modules you would like to use, and we can tailor the system to be right for you!
What if none of the modules fit my needs?
We will work alongside you and your business to establish clear procedures and scope the changes required to Workbie. We then have a team of inhouse software developers who will design and develop the required modules. Chat with a member of the team about this here.
How long is a Workbie trial?
Workbie.com’s trial is for 14 days. After this you can sign up to a monthly subscription. Get in touch if you would like to discuss the subscriptions and/or extend the trial.
Can I import my data into Workbie?
Import templates are available throughout the Workbie site, find these within the module you
would like to import data into. If there is further information you would like to import please
get in touch with a member of the team.
Can I integrate my emails into Workbie?
Yes! Integrate your 365 emails into the Workbie system. This will sort, arrange and filter your emails through the system so you can view relevant emails within the relevant customer for example.
