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Get answers to your CRM questions

Knowledge Base

Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.

Workbooks Web Insights  Introduction to Zapier  Contacting Workbooks Support  See more 

Customer Forum

Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.

Embedding a Portal on your website  Event Portal - Using the Portal  Event Portal - Creating a new Event  See more 


See which new features are most frequently requested, vote for your favourite and request your own.

Mail merge under review  Auto Refresh For Specific Window under review  Time Spent on Cases acknowledged  See more 


Looking for training? We offer several options, explore these below:

Training Courses  Training Videos  Workbooks Webinars