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?
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.
- 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.
- Currency fluctuations: Exchange rates are constantly changing. By tracking multiple currencies, you can better understand how these fluctuations impact your business's bottom line.
- Improved customer experience: Quoting prices in a client's local currency can lead to smoother transactions and increased customer satisfaction.
- Simplified accounting: When you track multiple currencies within your CRM, it becomes much easier to reconcile your accounts and prepare financial statements.
- Seamless integration: The extension integrates smoothly with your existing Workbooks CRM, allowing you to manage multiple currencies without switching between different systems.
- Customizable currency options: You can easily add and manage the currencies relevant to your business, giving you full control over your multi-currency operations.
- Comprehensive reporting: Generate reports in any currency you choose, allowing for better analysis and decision-making across different markets.
- Simplified invoicing: Create invoices in multiple currencies, making it easier for your international clients to process payments.
- Historical tracking: The extension allows you to track historical exchange rates, giving you insights into currency trends over time.
- Reduced manual work: By automating currency conversions, the extension saves time and reduces the risk of human error in calculations.
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.