Source
dailypoint

dailypoint

Destination
Workbooks CRM

Workbooks CRM

CRM MigrationStarting at $500

Migrate from dailypoint to Workbooks CRM

Effortlessly & Accurately

Transfer contacts, companies, and more from dailypoint to Workbooks CRM. 8 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 dailypoint 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

dailypoint vs Workbooks CRM

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

Migrating from
dailypoint

dailypoint

Hotel CRM and data management platform

dailypoint is a comprehensive hotel CRM and central data management platform that collects, cleanses, and enriches guest data from all sources using AI. It transforms fragmented data into unified guest profiles, enabling personalized guest experiences and driving direct bookings through integrated CRM, loyalty, and booking tools.

Founded 2005
Munich, Germany
Best for
Mid-MarketEnterprise
Industries
HospitalityHotelsResort Management+2 more
Top Strength

AI-powered data cleansing and enrichment

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 dailypoint to Workbooks CRM

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Mapping Required

Communication

Emails
Supported
Notes
Supported
Tasks
Mapping Required

Advanced Features

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

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

dailypoint to Workbooks CRM Migration FAQ

Common questions about migrating from dailypoint to Workbooks CRM.

Related Migration Paths

Explore other popular CRM migrations similar to dailypoint to Workbooks CRM

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