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.

Setting up and configuring the Modern Theme  Workbooks Web Insights  Contacting Workbooks Support  See more 


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

Help text on hover   Import Options -   Ability to build a Report on Files/Attachments or any Records that have Files/Attachments   See more 


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

Training Courses  Training Videos 

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