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.

SharePoint  Case Portal  Event & Webinar Integration Tools  See more 

Customer Forum

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

Add Form Submissions as Event Attendees  Create Task Set for Cases  Campaign members from a report view  See more 


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

Web to leads security   Re-order views created within a report   stop autofill when entering data into workbooks   See more 


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

Training Courses  Training Videos 

The Workbooks service is operating normally.
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