Workbooks CRM
Keap
Transfer contacts, companies, deals, and more from Workbooks CRM to Keap. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Keap 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
Let's grow your business
Keap (formerly Infusionsoft) is a comprehensive CRM and marketing automation platform for small businesses, offering contact management, email marketing, sales pipeline tracking, invoicing, and e-commerce integration.
Integrated marketing automation and email campaigns
"Let's grow your business"
Keap (formerly Infusionsoft) is a comprehensive CRM and marketing automation platform for small businesses, offering contact management, email marketing, sales pipeline tracking, invoicing, and e-commerce integration.
Ideal for: Small business owners seeking an all-in-one platform combining CRM, marketing automation, invoicing, and e-commerce without integration overhead.
Integrated marketing automation and email campaigns
Built-in invoicing and payment processing
Contact scoring and lead qualification
E-commerce and sales pipeline management
Learn more at
keap.com
See exactly which data objects transfer from Workbooks CRM to Keap
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Keap.
Explore other popular CRM migrations similar to Workbooks CRM to Keap
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
