Workbooks CRM
InterAction+
Transfer contacts, companies, deals, and more from Workbooks CRM to InterAction+. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to InterAction+ 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
The leading client relationship platform for law firms
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Used by 75% of Am Law 100 and largest global firms
"The leading client relationship platform for law firms"
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Ideal for: Law firms and professional services organizations seeking a specialized CRM with automated relationship tracking, client intelligence, and Microsoft 365 integration.
Used by 75% of Am Law 100 and largest global firms
Automated data capture eliminating manual entry
Relationship intelligence with predictive analytics
Deep Microsoft 365 integration including Outlook and Teams
Learn more at
lexisnexis.com
See exactly which data objects transfer from Workbooks CRM to InterAction+
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to InterAction+.
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Need to go the other way? We support bidirectional migrations.
InterAction+ → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
