Workbooks enables you to send emails directly to your business contacts and record these emails against the relevant records so that you have a history of your communication.  You can:

• Send emails from any Workbooks record (that has an email address);
• Format emails using the HTML Editor;
• Send emails in bulk;
• Set up new email accounts so that outbound emails appear to be sent from an 'alias' address;
• Create reusable Email Templates and 'merge' values from records, saving you time and allowing you to standardise what's sent out;
• Store emails sent and received via Microsoft Outlook using the Outlook Connector;
• Store emails sent and received via your email client using the Workbooks Dropbox;
• Send email via the Workbooks server^Ŧ or via your own SMTP server.  We recommend that you send email from your own SMTP server. Click here for information on how to set up an Email Account;
• Set up one or more Email Signature.

 Users of the free edition cannot send emails via the Workbooks server and must set up their own server to handle outbound email.