Workbooks CRM
Apptivo
Transfer contacts, companies, deals, and more from Workbooks CRM to Apptivo. 16 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Apptivo 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
Prefer email? talk@ambrstack.com
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
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
Simplify your business operations
Apptivo is a cloud-based suite of integrated business applications designed for small and medium-sized businesses. It offers CRM, project management, invoicing, supply chain management, and over 65 apps covering the complete customer lifecycle.
Comprehensive suite of 65+ integrated business apps
"Simplify your business operations"
Apptivo is a cloud-based suite of integrated business applications designed for small and medium-sized businesses. It offers CRM, project management, invoicing, supply chain management, and over 65 apps covering the complete customer lifecycle.
Ideal for: Small to medium-sized businesses seeking an affordable all-in-one platform covering CRM, project management, invoicing, and operations without multiple tool integrations.
Comprehensive suite of 65+ integrated business apps
Modular approach to select only needed features
AI-powered predictive lead scoring
Built-in invoicing and payment processing
Learn more at
apptivo.com
See exactly which data objects transfer from Workbooks CRM to Apptivo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Apptivo.
Explore other popular CRM migrations similar to Workbooks CRM to Apptivo
Need to go the other way? We support bidirectional migrations.
Apptivo → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
