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.

QuickBooks Online  Docusign Integration  Setting up and configuring the Modern Theme  See more 

Customer Forum

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

Daily Report  Email remiders for activities that have been completed over 2 weeks ago and set as complete.  Activity Searching  See more 


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

Desktop shortcuts to create new records e.g. new case   Mobile Device Access v Desktop   Collapse/Hide Filters on Reports   See more 


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

Training Courses  Training Videos 

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