Workbooks CRM
nCino
Transfer contacts, companies, deals, and more from Workbooks CRM to nCino. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to nCino 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
The worldwide leader in cloud banking
nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.
End-to-end Bank Operating System on Salesforce platform
"The worldwide leader in cloud banking"
nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.
Ideal for: Banks and credit unions seeking a unified platform for loan origination, customer onboarding, and CRM built on Salesforce.
End-to-end Bank Operating System on Salesforce platform
Serves 2,700+ financial institutions globally
Integrates with core banking and third-party systems
Consumer Banking APIs for custom experiences
Learn more at
ncino.com
See exactly which data objects transfer from Workbooks CRM to nCino
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to nCino.
Explore other popular CRM migrations similar to Workbooks CRM to nCino
Need to go the other way? We support bidirectional migrations.
nCino → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
