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.

How to change Authentication setup for WESS  Outreach  SharePoint  See more 

Customer Forum

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

Count 0s and 1s  Count of Summary  Working groups feature  See more 


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

See more 


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

Training Courses  Training Videos