Source
Workbooks CRM

Workbooks CRM

Destination
Practice Fusion

Practice Fusion

CRM MigrationStarting at $500

Migrate from Workbooks CRM to Practice Fusion

Effortlessly & Accurately

Transfer contacts, activities, and more from Workbooks CRM to Practice Fusion. 8 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 Practice Fusion 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 Practice Fusion

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
Practice Fusion

Practice Fusion

Leading EHR solutions for medical practices

Practice Fusion is a cloud-based electronic health record (EHR) platform designed for small to medium-sized medical practices. It offers charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging to help healthcare providers manage patient populations and coordinate care.

Founded 2005
San Francisco, California, United States
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesPrimary Care+1 more
Top Strength

Cloud-based EHR accessible from any device

Your New CRM

Why Practice Fusion is a great choice

Practice Fusion

Practice Fusion

"Leading EHR solutions for medical practices"

Practice Fusion is a cloud-based electronic health record (EHR) platform designed for small to medium-sized medical practices. It offers charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging to help healthcare providers manage patient populations and coordinate care.

Ideal for: Small to medium-sized medical practices seeking a cloud-based EHR with integrated charting, scheduling, and e-prescribing capabilities.

Cloud-based EHR accessible from any device

Comprehensive charting and prescription management

Industries
HealthcareMedical PracticesPrimary Care+1
Best For
Small BusinessMid-Market

FHIR API support for healthcare interoperability

Integrated lab ordering and results management

Learn more at

practicefusion.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Workbooks CRM to Practice Fusion

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

Workbooks CRM to Practice Fusion Migration FAQ

Common questions about migrating from Workbooks CRM to Practice Fusion.

Related Migration Paths

Explore other popular CRM migrations similar to Workbooks CRM to Practice Fusion

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