Workbooks CRM
Bloom
Transfer contacts, deals, activities, and more from Workbooks CRM to Bloom. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Bloom 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
All-in-one business workspace for service professionals
Bloom is an integrated business management platform designed for freelancers, agencies, and service professionals. It combines CRM, invoicing, contracts, scheduling, and project management in one unified workspace to streamline client relationships and business operations.
All-in-one solution eliminating multiple subscriptions
"All-in-one business workspace for service professionals"
Bloom is an integrated business management platform designed for freelancers, agencies, and service professionals. It combines CRM, invoicing, contracts, scheduling, and project management in one unified workspace to streamline client relationships and business operations.
Ideal for: Freelancers and service-based small businesses needing integrated client management, invoicing, and project tracking.
All-in-one solution eliminating multiple subscriptions
User-friendly interface for non-technical users
Automated invoicing and payment processing
Client portal and self-service booking
Learn more at
bloom.io
See exactly which data objects transfer from Workbooks CRM to Bloom
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Bloom.
Explore other popular CRM migrations similar to Workbooks CRM to Bloom
Need to go the other way? We support bidirectional migrations.
Bloom → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
