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.

Working groups feature  Downloading all organisations in excel   Importing clients  See more 


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

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

Training Courses  Training Videos