Source
Workbooks CRM

Workbooks CRM

Destination
Pipedrive

Pipedrive

CRM MigrationStarting at $500

Migrate from Workbooks CRM to Pipedrive

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Workbooks CRM to Pipedrive. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Workbooks CRM to Pipedrive migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Workbooks CRM vs Pipedrive

A quick look at both platforms to help you understand your migration path

Migrating from
Workbooks CRM

Workbooks CRM

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.

Founded 2007
Reading, United Kingdom
Best for
Small BusinessMid-Market
Industries
Professional ServicesTechnologyManufacturing+2 more
Top Strength

Pricing typically 50-70% less than Salesforce or Microsoft Dynamics

Migrating to
Pipedrive

Pipedrive

The one platform to grow your business

Sales-focused CRM with an intuitive visual pipeline designed to help teams close more deals.

Founded 2010
New York, NY
Best for
Small BusinessMid-Market
Industries
TechnologyReal EstateConsulting+2 more
Top Strength

Highly visual drag-and-drop sales pipeline

Your New CRM

Why Pipedrive is a great choice

Pipedrive

Pipedrive

"The one platform to grow your business"

Sales-focused CRM with an intuitive visual pipeline designed to help teams close more deals.

Ideal for: Sales-driven SMBs wanting an intuitive visual pipeline without complexity

Highly visual drag-and-drop sales pipeline

Extremely intuitive user interface

Industries
TechnologyReal EstateConsulting+2
Best For
Small BusinessMid-Market

Activity-based selling methodology

Strong mobile app for on-the-go sales

Learn more at

pipedrive.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Workbooks CRM to Pipedrive

Workbooks CRM
Pipedrive
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Supported
Quotes
Not Available
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Workbooks CRM to Pipedrive Migration FAQ

Common questions about migrating from Workbooks CRM to Pipedrive.

Related Migration Paths

Explore other popular CRM migrations similar to Workbooks CRM to Pipedrive

Ready to get started?

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Prefer email? talk@ambrstack.com