Workbooks CRM
WealthEngine
Transfer contacts, companies, activities, and more from Workbooks CRM to WealthEngine. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to WealthEngine 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
Find Your Best Prospects with Wealth Intelligence
WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
"Find Your Best Prospects with Wealth Intelligence"
WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.
Ideal for: Nonprofits, fundraising teams, and wealth advisors seeking to identify, prioritize, and engage high-net-worth prospects using predictive analytics and wealth scoring.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
WE Analyze predictive lead scoring and donor pyramid segmentation
Integration with 30+ CRM and marketing automation platforms including Salesforce and Marketo
Real-time wealth identification API with net worth, giving capacity, and propensity scores
Learn more at
wealthengine.com
See exactly which data objects transfer from Workbooks CRM to WealthEngine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to WealthEngine.
Explore other popular CRM migrations similar to Workbooks CRM to WealthEngine
Need to go the other way? We support bidirectional migrations.
WealthEngine → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
