Workbooks CRM
kvCORE
Transfer contacts, deals, activities, and more from Workbooks CRM to kvCORE. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to kvCORE 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
All-in-one real estate platform for agents and brokerages
kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.
AI-driven behavioral automation engaging 5-10x more leads
"All-in-one real estate platform for agents and brokerages"
kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.
Ideal for: Real estate agents, teams, and brokerages seeking comprehensive lead generation, IDX websites, and AI-powered follow-up automation.
AI-driven behavioral automation engaging 5-10x more leads
Customizable IDX websites with mobile search app
Free lead generation tools and property alerts
Integration with DocuSign, Dotloop, SkySlope
Learn more at
insiderealestate.com
See exactly which data objects transfer from Workbooks CRM to kvCORE
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to kvCORE.
Explore other popular CRM migrations similar to Workbooks CRM to kvCORE
Need to go the other way? We support bidirectional migrations.
kvCORE → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
