Workbooks CRM
Freshworks CRM
Transfer contacts, companies, deals, and more from Workbooks CRM to Freshworks CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Freshworks CRM 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
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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
Streamlined sales CRM solution
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Affordable pricing with free plan available
"Streamlined sales CRM solution"
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Ideal for: Small to enterprise-level sales teams seeking an affordable, AI-powered CRM with strong communication tools and automation capabilities.
Affordable pricing with free plan available
AI-powered lead scoring and behavior analytics
Omnichannel communication (calls, emails, WhatsApp, etc.)
Simple, intuitive kanban-style pipeline view
Learn more at
freshworks.com
See exactly which data objects transfer from Workbooks CRM to Freshworks CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Freshworks CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
