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.

Outreach  SharePoint  Case Portal  See more 


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

Reporting - ability to report on row number   Ability to report on row numbers!   Link to Transactions in WESS   See more 


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

Training Courses  Training Videos