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.

Setting up and configuring the Modern Theme  Workbooks Web Insights  Contacting Workbooks Support  See more 

Customer Forum

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

Mailchimp Error  Recommended PHP courses for Workbooks scripts?  Change date time formats for API response  See more 


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

Hide non-matching enrich suggestions   Opportunity Duration   Import Options -   See more 


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

Training Courses  Training Videos 

The Workbooks service is operating normally.
Last check: