Source
Act!

Act!

Destination
Workbooks CRM

Workbooks CRM

CRM MigrationStarting at $500

Migrate from Act! to Workbooks CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Act! to Workbooks CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Act! to Workbooks CRM migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Act! vs Workbooks CRM

A quick look at both platforms to help you understand your migration path

Migrating from
Act!

Act!

CRM for small business growth

Act! is a contact and customer relationship management software designed for small and mid-sized businesses. It provides contact management, sales pipeline tracking, marketing automation, and communication tools to help teams organize customer data and close more deals.

Founded 1987
Scottsdale, Arizona, USA
Best for
Small BusinessMid-Market
Industries
General BusinessSalesProfessional Services+2 more
Top Strength

Budget-friendly pricing starting at $30 per user

Migrating to
Workbooks CRM

Workbooks CRM

The No-BS CRM

Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.

Founded 2007
Reading, United Kingdom
Best for
Small BusinessMid-Market
Industries
Professional ServicesTechnologyManufacturing+2 more
Top Strength

Pricing typically 50-70% less than Salesforce or Microsoft Dynamics

Your New CRM

Why Workbooks CRM is a great choice

Workbooks CRM

Workbooks CRM

"The No-BS CRM"

Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.

Ideal for: Mid-sized UK and European businesses seeking an affordable, customizable CRM alternative to Salesforce with integrated order management and invoicing.

Pricing typically 50-70% less than Salesforce or Microsoft Dynamics

Comprehensive CRM with built-in order management and invoicing

Industries
Professional ServicesTechnologyManufacturing+2
Best For
Small BusinessMid-Market

Highly customizable with workflow automation and approval chains

UK-based company with strong local support

Learn more at

workbooks.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Act! to Workbooks CRM

Act!
Workbooks CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Act! to Workbooks CRM Migration FAQ

Common questions about migrating from Act! to Workbooks CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Act! to Workbooks CRM

Ready to get started?

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Prefer email? talk@ambrstack.com