Workbooks Discussions

Workbooks

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Workbooks is the 'No-BS' CRM: rated #1 CRM for midmarket firms by TechRadar in 2025, Workbooks combines its software platform with outstanding consultancy, implementation and support. Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. And with software and services from a single supplier, you can get a made-to-measure CRM, for an off-the-shelf price.

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# What is Workbooks used for? What is Workbooks used for? ##### Post Metadata

- Posted at: about 2 years ago - Author title: Pinned by G2 as a common question

# Outlook Integration? Do you have integration with Outlook and what does it provide ? ##### Post Metadata

- Posted at: over 11 years ago - Author title: Community Manager, Channel Focus & Cloud Services Community at Baptie & Company

- Net upvotes: 4

# Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep? We use WordPress on our website. Is it easy to map across the data capture fields? ##### Post Metadata

- Posted at: over 11 years ago - Author title: Marketing Manager at Infosec Cloud

- Net upvotes: 3

# What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform? Workbooks ##### Post Metadata

- Posted at: over 11 years ago - Author title: Co-founder & Director at Interactive Presentation Solutions (iPS) Ltd

- Net upvotes: 3

# Do you have integration with Sage financials and how do you compare to Sage CRM? Sage Financials ##### Post Metadata

- Posted at: over 11 years ago

- Net upvotes: 2

# Do you have many US-based customers? How prevalent is WB in the US? ##### Post Metadata

- Posted at: over 11 years ago

- Net upvotes: 2

# Can I configure your system to limit what people can see what data in the system and how easy is this to do? Can I configure your system to limit what people can see what data in the system and how easy is this to do? Also can I see what users have done already in the system? ##### Post Metadata

- Posted at: over 11 years ago

- Net upvotes: 2

# Where do you store data I put in your system and under what jurisdiction will it be held ? Where do you store data I put in your system and under what jurisdiction will it be held ? ##### Post Metadata

- Posted at: over 11 years ago - Author title: Director at Wizards Ltd

- Net upvotes: 2

# What Google integrations do you have available and included or extra ? Workbooks ##### Post Metadata

- Posted at: over 11 years ago - Author title: Managing Consultant at Step Ahead Recruitment Ltd - Sales/Marketing/Digital Specialist

- Net upvotes: 2

# We want to make better use of using Mailchimp for our marketing and sending out newsletters. What's the best way to go about this? Using Mailchimp correctly to send out newsletters Sending email from Gmail into person / organisation record on CRM ##### Post Metadata

- Posted at: almost 4 years ago - Author title: Administrator

- Net upvotes: 1

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