Source
Workbooks CRM

Workbooks CRM

Destination
SHR CRM

SHR CRM

CRM MigrationStarting at $500

Migrate from Workbooks CRM to SHR CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Workbooks CRM to SHR CRM. 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 SHR CRM 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 SHR CRM

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
SHR CRM

SHR CRM

Intelligent hospitality technology solutions

SHR is a hospitality technology platform offering CRM, central reservation systems, revenue management, and booking engines for hotels and resorts. Its Allora.ai platform leverages AI for pricing, distribution, and guest profile management.

Founded 2004
Houston, Texas
Best for
Small BusinessMid-MarketEnterprise
Industries
HotelsResortsHospitality+2 more
Top Strength

AI-powered Allora.ai platform for pricing optimization

Your New CRM

Why SHR CRM is a great choice

SHR CRM

SHR CRM

"Intelligent hospitality technology solutions"

SHR is a hospitality technology platform offering CRM, central reservation systems, revenue management, and booking engines for hotels and resorts. Its Allora.ai platform leverages AI for pricing, distribution, and guest profile management.

Ideal for: Hotels and hospitality businesses seeking an integrated platform combining CRM, reservation management, revenue optimization, and guest loyalty programs.

AI-powered Allora.ai platform for pricing optimization

Integrated CRS, booking engine, and CRM in one system

Industries
HotelsResortsHospitality+2
Best For
Small BusinessMid-MarketEnterprise

Customizable loyalty programs with tier-based rewards

Guest intelligence and profile management reporting

Learn more at

shr.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Workbooks CRM to SHR CRM

Workbooks CRM
SHR CRM
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
Not Available
Campaigns
Supported

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 SHR CRM Migration FAQ

Common questions about migrating from Workbooks CRM to SHR CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Workbooks CRM to SHR CRM

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Prefer email? talk@ambrstack.com