Fortellis
Workbooks CRM
Transfer your CRM data, and more from Fortellis to Workbooks CRM. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Fortellis 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
Automotive commerce exchange platform
Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.
Open, agnostic API platform for automotive industry
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 Fortellis to Workbooks CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Fortellis to Workbooks CRM.
Explore other popular CRM migrations similar to Fortellis to Workbooks CRM
Need to go the other way? We support bidirectional migrations.
Workbooks CRM → FortellisJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
