Workbooks CRM
Bonterra
Transfer contacts, companies, activities, and more from Workbooks CRM to Bonterra. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Bonterra 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
Social good software for nonprofits
Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.
AI-optimized fundraising recommendations
"Social good software for nonprofits"
Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.
Ideal for: Mid to large nonprofits seeking comprehensive donor management, fundraising automation, and advocacy capabilities in one platform.
AI-optimized fundraising recommendations
Unified donor, fundraising, and advocacy management
Advanced wealth screening capabilities
Multi-channel campaign management
Learn more at
bonterratech.com
See exactly which data objects transfer from Workbooks CRM to Bonterra
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Bonterra.
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Need to go the other way? We support bidirectional migrations.
Bonterra → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
