Support

Support

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.

Workbooks Web Insights  Introduction to Zapier  Contacting Workbooks Support  See more 

Customer Forum

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

What users can see  Showing your top ten report results  Sending a Report in a scheduled email every two weeks  See more 

Suggestions

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

Auto Refresh For Specific Window under review  Time Spent on Cases acknowledged  Mail merge under review  See more 

Training

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

Training Courses  Training Videos  Workbooks Webinars