After spending several days exploring its features and capabilities, I've come away impressed with the value Workbooks CRM, a cloud-based platform aimed at midsize businesses, delivers. It is clear ...

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In 2026, CRMs go far beyond simple customer lists. Modern CRM platforms are AI-powered growth engines, integrating everything from sales automation to marketing tools and support. My team and I have ...

If you want to work on the documentation, run the development server and edit the files in the website folder. We are happy to hear from you, if you need custom support or features for your ...

Your typical Excel workbook—the file you're working in—can get loaded with plenty of worksheets (each indicated by a tab at the bottom, which you can name). Hide a sheet if you want, rather than ...