Source
Bloom

Bloom

Destination
Workbooks CRM

Workbooks CRM

CRM MigrationStarting at $500

Migrate from Bloom to Workbooks CRM

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Bloom to Workbooks CRM. 10 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 Bloom 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

Bloom vs Workbooks CRM

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

Migrating from
Bloom

Bloom

All-in-one business workspace for service professionals

Bloom is an integrated business management platform designed for freelancers, agencies, and service professionals. It combines CRM, invoicing, contracts, scheduling, and project management in one unified workspace to streamline client relationships and business operations.

Founded 2010
Vancouver, Washington, USA
Best for
Small Business
Industries
FreelanceCreative ServicesConsulting+2 more
Top Strength

All-in-one solution eliminating multiple subscriptions

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 Bloom to Workbooks CRM

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

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

Bloom to Workbooks CRM Migration FAQ

Common questions about migrating from Bloom to Workbooks CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Bloom to Workbooks CRM

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Prefer email? talk@ambrstack.com