dotloop
Workbooks CRM
Transfer contacts, companies, deals, and more from dotloop to Workbooks CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your dotloop to Workbooks CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Where deals get done
dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.
Comprehensive transaction automation
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.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
"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
Highly customizable with workflow automation and approval chains
UK-based company with strong local support
Learn more at
workbooks.com
See exactly which data objects transfer from dotloop to Workbooks CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from dotloop to Workbooks CRM.
Explore other popular CRM migrations similar to dotloop to Workbooks CRM
Need to go the other way? We support bidirectional migrations.
Workbooks CRM → dotloopJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
