Workbooks CRM
Doctible
Transfer contacts, activities, and more from Workbooks CRM to Doctible. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Doctible 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
Patient engagement platform
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Two-way texting capabilities
"Patient engagement platform"
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Ideal for: Healthcare practices seeking to improve patient communication and online presence.
Two-way texting capabilities
Automated appointment reminders
Online reputation management
Digital patient intake forms
Learn more at
doctible.com
See exactly which data objects transfer from Workbooks CRM to Doctible
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Doctible.
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Need to go the other way? We support bidirectional migrations.
Doctible → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
