Workbooks CRM
TargetX
Transfer contacts, activities, and more from Workbooks CRM to TargetX. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to TargetX 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
Salesforce's #1 recruiting and admissions platform
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Built natively on Salesforce Education Cloud platform
"Salesforce's #1 recruiting and admissions platform"
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Ideal for: Colleges and universities seeking a comprehensive CRM for student recruitment, enrollment management, retention, and alumni engagement built on Salesforce.
Built natively on Salesforce Education Cloud platform
Bi-directional integrations with major SIS systems (Banner, Colleague, PeopleSoft)
15+ years of higher education expertise with 90% former higher ed staff
Mobile-first functionality for enrollment teams
Learn more at
targetx.com
See exactly which data objects transfer from Workbooks CRM to TargetX
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to TargetX.
Explore other popular CRM migrations similar to Workbooks CRM to TargetX
Need to go the other way? We support bidirectional migrations.
TargetX → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
