Source
Close CRM

Close CRM

Destination
Legwork

Legwork

CRM MigrationStarting at $500

Migrate from Close CRM to Legwork

Effortlessly & Accurately

Transfer contacts, activities, and more from Close CRM to Legwork. 7 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 Close CRM to Legwork 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

Close CRM vs Legwork

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

Migrating from
Close CRM

Close CRM

The No BS CRM for scaling businesses

Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.

Founded 2013
San Francisco, California
Best for
Small Business
Industries
SaaSStartupsTechnology+2 more
Top Strength

Built-in native calling, SMS, and email

Migrating to
Legwork

Legwork

Dental practice patient engagement software

Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.

Founded 2007
United States
Best for
Small BusinessMid-Market
Industries
DentalHealthcareDental Practices+1 more
Top Strength

Purpose-built for dental industry

Your New CRM

Why Legwork is a great choice

Legwork

Legwork

"Dental practice patient engagement software"

Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.

Ideal for: Dental practices seeking comprehensive patient communication, appointment management, and marketing automation tools.

Purpose-built for dental industry

Integration with 35+ practice management systems

Industries
DentalHealthcareDental Practices+1
Best For
Small BusinessMid-Market

Two-way texting and automated appointment reminders

Online scheduling and digital forms

Learn more at

legwork.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Close CRM to Legwork

Close CRM
Legwork
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Not Available
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
Mapping Required
Campaigns
Mapping Required

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

Close CRM to Legwork Migration FAQ

Common questions about migrating from Close CRM to Legwork.

Related Migration Paths

Explore other popular CRM migrations similar to Close CRM to Legwork

Ready to get started?

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Prefer email? talk@ambrstack.com