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Introducing Workbooks Exchange Server Sync – Integrating external emails with your CRM

Type: #PR

Workbooks are excited to announce that we are releasing a new way for you to integrate Microsoft Exchange with Workbooks CRM platform. The Workbooks Exchange Server Sync (WESS) is set to be released mid-November.

Workbooks have teamed up with InvisibleSolutions to provide a platform which connects directly to customers Exchange servers and will synchronise Contacts, Meetings, Tasks and ultimately Emails directly between Exchange and Workbooks.  By more closely integrating your CRM system with Exchange you can work in either environment and get a complete 360 degree view of your customer information.

The WESS provides an alternative solution to the existing Workbooks Outlook Connector, by directly connecting Workbooks CRM to Exchange using Microsoft’s Exchange Web Services implementation.

This approach means we can support all Exchange clients including Outlook (including those on Citrix, Mac Users, Outlook Web Access and mobile device users.

The WESS support Exchange 2010, 2013 and 2016 (with the appropriate service packs) and will support customer hosted Exchange and Office365 environments.

John Cheney, CEO, Workbooks commented: Customer satisfaction is of the utmost importance to us and WESS allows us to continue building on our stellar reputation and take things to the next level by offering customers the seamless integration they need, now with the simplicity that comes with implementing a cloud solution.

Vlad Voskresensky, CEO, InvisibleSolutions commented: We are proud to continue partnering with Workbooks to offer solutions that are intuitive and easy for customers.  Our integration provides users with a single place to manage ALL of a client’s CRM data within Outlook now with all the benefits that come with delivering this via a cloud solution. 

About delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite. For more information visit

About InvisibleSolutions

InvisibleSolutions is a technology provider of tools engineered to increase user adoption and ROI of enterprise applications by seamlessly integrating them into the way business people work every day. These tools enable users to work with their customer and corporate information, without leaving their favorite communication applications Office 365 and Gmail.  For more information, contact Jeff Krider at