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.

SharePoint  Case Portal  Event & Webinar Integration Tools  See more 

Customer Forum

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

Campaign members from a report view  Marketing Campaigns and Related Items  Multi-select Picklist  See more 


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

Web to leads security   Re-order views created within a report   stop autofill when entering data into workbooks   See more 


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

Training Courses  Training Videos 

The Workbooks service is operating normally.
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