Workbooks CRM
Avant2
Transfer contacts, companies, deals, and more from Workbooks CRM to Avant2. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Avant2 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
CRM for insurance sales and brokerage
Avant2 is an insurance-focused CRM and multi-pricer platform for brokers, enabling policy quoting across 120+ products from 50+ insurance companies, client relationship management, portfolio management, and policy contracting in under 6 minutes.
120+ insurance products and 50+ companies
"CRM for insurance sales and brokerage"
Avant2 is an insurance-focused CRM and multi-pricer platform for brokers, enabling policy quoting across 120+ products from 50+ insurance companies, client relationship management, portfolio management, and policy contracting in under 6 minutes.
Ideal for: Insurance brokers needing integrated CRM with multi-pricer and fast policy quoting capabilities.
120+ insurance products and 50+ companies
Fast policy quoting in minutes
Portfolio management tools
Integrated CRM and policy contracting
Learn more at
avant2.es
See exactly which data objects transfer from Workbooks CRM to Avant2
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Avant2.
Explore other popular CRM migrations similar to Workbooks CRM to Avant2
Need to go the other way? We support bidirectional migrations.
Avant2 → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
