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 

Customer Forum

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

User recommendations for use of Person/Organisation records  Agreements Tab   Can you add a Picklist to an existing Field?  See more 


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

Link to Transactions in WESS   Order of Dashboard items   Autosize in reports and views   See more 


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

Training Courses  Training Videos