Workbooks CRM
Klara
Transfer contacts, activities, and more from Workbooks CRM to Klara. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Klara 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
Conversational patient engagement software
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Multi-channel patient communication centralized
"Conversational patient engagement software"
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Ideal for: Medical practices seeking to streamline patient communication across text, web chat, and phone with HIPAA-compliant messaging and automated administrative workflows.
Multi-channel patient communication centralized
HIPAA-compliant secure messaging
Automated appointment reminders and follow-ups
Telemedicine with video visits
Learn more at
klara.com
See exactly which data objects transfer from Workbooks CRM to Klara
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Klara.
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Need to go the other way? We support bidirectional migrations.
Klara → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
