Workbooks CRM Multi Currency Extension

Workbooks CRM Multi Currency Extension or addon is a must if you are trading in multiple countries and have a need for creating quotes and reports observing different currencies.  And why have a CRM system tracking multiple currencies anyway?

1. Global business operations: If your company operates in multiple countries or deals with international clients, tracking different currencies is essential for accurate financial reporting and forecasting.
2. Currency fluctuations: Exchange rates are constantly changing. By tracking multiple currencies, you can better understand how these fluctuations impact your business's bottom line.
3. Improved customer experience: Quoting prices in a client's local currency can lead to smoother transactions and increased customer satisfaction.
4. Simplified accounting: When you track multiple currencies within your CRM, it becomes much easier to reconcile your accounts and prepare financial statements.

Now, let's look at the benefits of the Workbooks Multicurrency extension add-on:

1. Seamless integration: The extension integrates smoothly with your existing Workbooks CRM, allowing you to manage multiple currencies without switching between different systems.
2. Customizable currency options: You can easily add and manage the currencies relevant to your business, giving you full control over your multi-currency operations.
3. Comprehensive reporting: Generate reports in any currency you choose, allowing for better analysis and decision-making across different markets.
4. Simplified invoicing: Create invoices in multiple currencies, making it easier for your international clients to process payments.
5. Historical tracking: The extension allows you to track historical exchange rates, giving you insights into currency trends over time.
6. Reduced manual work: By automating currency conversions, the extension saves time and reduces the risk of human error in calculations.

In today's globalized business environment, having the ability to effortlessly manage multiple currencies can give your company a significant competitive advantage. The Workbooks Multicurrency extension provides the tools you need to streamline your international operations and make more informed financial decisions.
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The extension is provided/included with the pro versions of Workbooks, or as an additional subscription (for all users) if you are not on pro.  Contact Wizard Systems for pricing.