Workbooks CRM
DealMachine
Transfer contacts, companies, deals, and more from Workbooks CRM to DealMachine. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to DealMachine 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
Get the data you want and need
DealMachine is an all-in-one platform designed for real estate investors that combines lead generation, property data, skip tracing, CRM, AI-powered dialer, and direct mail marketing capabilities. It consolidates multiple tools into a single platform for identifying off-market properties and automating direct marketing efforts.
Driving for dollars with driving maps and property identification
"Get the data you want and need"
DealMachine is an all-in-one platform designed for real estate investors that combines lead generation, property data, skip tracing, CRM, AI-powered dialer, and direct mail marketing capabilities. It consolidates multiple tools into a single platform for identifying off-market properties and automating direct marketing efforts.
Ideal for: Real estate investors including wholesalers, flippers, and buy-and-hold investors seeking an integrated platform for lead generation and property data.
Driving for dollars with driving maps and property identification
Comprehensive property data including ownership and mortgage information
AI-powered dialer for automated outreach campaigns
Integrated direct mail marketing and scheduling
Learn more at
dealmachine.com
See exactly which data objects transfer from Workbooks CRM to DealMachine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to DealMachine.
Explore other popular CRM migrations similar to Workbooks CRM to DealMachine
Need to go the other way? We support bidirectional migrations.
DealMachine → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
