1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Workbooks Discussions](https://www.g2.com/products/workbooks/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_67df4dd9434f3574b9e67ebb74ab067c/workbooks.png "Product Avatar Image") ![Reward for good Workbooks reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/26404/medal.svg "Reward for good Workbooks reviews") ](/products/workbooks/reviews) [ Workbooks ](/products/workbooks/reviews) (575)4.2/5 Workbooks is a cloud-based Customer Relationship Management (CRM) solution designed specifically for midmarket firms seeking to streamline their business processes and enhance customer engagement. This comprehensive platform integrates various aspects of business operations, allowing organizations to manage their sales, marketing, and customer service functions from a single interface. By combining advanced software capabilities with exceptional consultancy, implementation, and support services, Workbooks aims to deliver a seamless experience for its users. Targeted at midmarket companies, Workbooks addresses the unique challenges these organizations face, such as resource constraints and the need for scalable solutions. The platform is particularly beneficial for businesses looking to improve their customer relationships and operational efficiency without the complexities often associated with larger CRM systems. Workbooks is designed to cater to a diverse range of industries, making it a versatile choice for firms that require a tailored approach to CRM. One of the standout features of Workbooks is its co-funded implementation model, which significantly reduces the cost and risk associated with CRM projects. This approach not only makes the software more accessible but also ensures that businesses receive the necessary support during the setup process. By working closely with clients, Workbooks delivers a customized CRM solution that aligns with specific business needs, all while maintaining an off-the-shelf price point. This unique offering allows organizations to benefit from a tailored system without the financial burden typically associated with bespoke software development. In addition to its cost-effective implementation, Workbooks provides a range of key features that enhance its functionality. Users can expect robust tools for sales automation, marketing campaign management, customer service tracking, project and task management, and sales order processing. The platform also includes advanced reporting and analytics capabilities, enabling businesses to gain valuable insights into their operations and customer interactions. This data-driven approach empowers organizations to make informed decisions and optimize their strategies for better outcomes. The Workbooks platform is powered by AI agents which can be automated via workflows to boost productivity and help drive greater revenue growth. Overall, Workbooks stands out in the CRM landscape by offering a comprehensive solution that combines powerful software with dedicated support services. Its focus on midmarket firms, cost-effective implementation, and customizable features makes it an attractive option for businesses looking to enhance their customer relationship management efforts. By integrating various business functions into a single platform, Workbooks helps organizations improve efficiency, reduce operational risks, and ultimately drive growth. Show More * * * ### 20 Discussions ### 22 Participants ### 45.0 Nps Score Already have Workbooks? ### All Workbooks Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Workbooks used for? ](/discussions/what-is-workbooks-used-for) What is Workbooks used for? [ Sales Platforms Software ](https://www.g2.com/tags/sales-platforms-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Lead Scoring Software ](https://www.g2.com/tags/lead-scoring-software)[ Sales Performance Management Software ](https://www.g2.com/tags/sales-performance-management-software) [ CRM Software ](https://www.g2.com/tags/crm-software)[ email marketing software ](https://www.g2.com/tags/email-marketing-software)[ A/B Testing Software ](https://www.g2.com/tags/a-b-testing-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Estelle J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Estelle J.") EJ Loading... [Estelle J.](https://www.g2.com/users/ebc9eaff-e778-4206-801c-a2d6c295965e "Estelle J.") • over 12 years ago Community Manager, Channel Focus & Cloud Services Community at Baptie & Company Community Manager, Channel Focus & Cloud Services Community at Baptie & Company More Options - [ # Outlook Integration? ](/discussions/outlook-integration) Do you have integration with Outlook and what does it provide ? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Susan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Susan C.") SC Loading... [Susan C.](https://www.g2.com/users/690c48be-d452-4539-81da-9eecec0cd086 "Susan C.") • over 12 years ago Marketing Manager at Infosec Cloud Marketing Manager at Infosec Cloud More Options - [ # 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? ](/discussions/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? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Loading... [Andy R.](https://www.g2.com/users/e55b4eae-7770-4f77-b238-0a90a8fbce7e "Andy R.") • over 12 years ago Co-founder & Director at Interactive Presentation Solutions (iPS) Ltd Co-founder & Director at Interactive Presentation Solutions (iPS) Ltd More Options - [ # What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform? ](/discussions/workbooks) Workbooks [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Publishing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Publishing") G2 Verified User in Publishing • over 12 years ago More Options - [ # Do you have integration with Sage financials and how do you compare to Sage CRM? ](/discussions/sage-financials) Sage Financials [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • over 12 years ago More Options - [ # Do you have many US-based customers? ](/discussions/do-you-have-many-us-based-customers) How prevalent is WB in the US? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") G2 Verified User in Information Technology and Services • over 12 years ago More Options - [ # Can I configure your system to limit what people can see what data in the system and how easy is this to do? ](/discussions/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? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Ian C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ian C.") IC Loading... [Ian C.](https://www.g2.com/users/75c562da-177d-4833-82ca-200bebb1f7a5 "Ian C.") • over 12 years ago Director at Wizards Ltd Director at Wizards Ltd More Options - [ # Where do you store data I put in your system and under what jurisdiction will it be held ? ](/discussions/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 ? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Michelle B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle B.") MB Loading... [Michelle B.](https://www.g2.com/users/729074ea-1c36-44d3-8f8c-b4205f6e8160 "Michelle B.") • over 12 years ago Managing Consultant at Step Ahead Recruitment Ltd - Sales/Marketing/Digital Specialist Managing Consultant at Step Ahead Recruitment Ltd - Sales/Marketing/Digital Specialist More Options - [ # What Google integrations do you have available and included or extra ? ](/discussions/workbooks-7285296f-0e3c-403b-8877-d7bd5da28587) Workbooks [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") YA Loading... [Yvonne A.](https://www.g2.com/users/755ef7b9-db60-4fd1-a09e-d499a197f71d "Yvonne A.") • over 4 years ago Administrator Administrator More Options - [ # 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? ](/discussions/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 [ Lead Scoring Software ](https://www.g2.com/tags/lead-scoring-software)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.&title=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Workbooks+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Workbooks+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%0aAsk+Workbooks+questions+and+get+answers+from+expert+users+in+our+Workbooks+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - ‹ Prev ‹ Prev - 1 - [2](/products/workbooks/discuss?page=2) - [Next › Next ›](/products/workbooks/discuss?page=2) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/workbooks/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/c1bd0d82e76f801ba71fa62855178e9f/workbooks.svg "Product Avatar Image") ### Have you used Workbooks before? Answer a few questions to help the Workbooks community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworkbooks%2Fdiscuss%3Fsmall_ask%3Dworkbooks) No ## Top Contributors in Workbooks 1 ![Ian M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ian M.") IM Loading... ### [Ian M.](https://www.g2.com/users/6118c789-70c2-4b0d-87b4-e147de083f6f "Ian M.") EMEA Sales Director 10 pts 2 ![Ian C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ian C.") IC Loading... ### [Ian C.](https://www.g2.com/users/75c562da-177d-4833-82ca-200bebb1f7a5 "Ian C.") Director 1 pt 3 ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Loading... ### [Andy R.](https://www.g2.com/users/e55b4eae-7770-4f77-b238-0a90a8fbce7e "Andy R.") Co-founder and Director 1 pt 4 ![Susan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Susan C.") SC Loading... ### [Susan C.](https://www.g2.com/users/690c48be-d452-4539-81da-9eecec0cd086 "Susan C.") Marketing Manager 1 pt 5 ![Estelle J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Estelle J.") EJ Loading... ### [Estelle J.](https://www.g2.com/users/ebc9eaff-e778-4206-801c-a2d6c295965e "Estelle J.") Community Manager, Channel Focus 1 pt