
Workbooks CRM

Lofty
Transfer contacts, deals, activities, and more from Workbooks CRM to Lofty. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Lofty 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

AI-powered all-in-one real estate platform
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
AI Workforce with intelligent automation

"AI-powered all-in-one real estate platform"
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
Ideal for: Real estate agents, teams, and brokerages seeking an AI-powered platform with integrated CRM, IDX websites, and marketing automation.
AI Workforce with intelligent automation
33+ built-in lead generation methods
IDX-integrated, SEO-optimized websites
Dynamic lead scoring based on behavior
Learn more at
lofty.com
See exactly which data objects transfer from Workbooks CRM to Lofty


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Lofty.
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Need to go the other way? We support bidirectional migrations.
Lofty → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com