Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Workbooks Web Insights Introduction to Zapier Contacting Workbooks Support See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
How to Import customer credit payment days for Invoicing How can I reduce errors in my Import? How to create a Marketing Campaign with template Members Statuses See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Mail merge under review Auto Refresh For Specific Window under review Time Spent on Cases acknowledged See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos Workbooks Webinars