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.

Workbooks not recognizing a valid email  How can I change Account Health from Grey?  Data not updating through API  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