
Workbooks CRM

Yotpo
Transfer contacts, companies, activities, and more from Workbooks CRM to Yotpo. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Yotpo 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

Empowering Brands to Build Customer Loyalty
Yotpo is an eCommerce retention marketing platform that integrates reviews, loyalty programs, SMS marketing, and user-generated content to help brands build trust and sustain customer relationships.
Integrated platform combining reviews, loyalty, SMS, and UGC

"Empowering Brands to Build Customer Loyalty"
Yotpo is an eCommerce retention marketing platform that integrates reviews, loyalty programs, SMS marketing, and user-generated content to help brands build trust and sustain customer relationships.
Ideal for: Direct-to-consumer eCommerce brands seeking a unified platform for reviews, loyalty programs, SMS marketing, and user-generated content to drive retention and customer engagement.
Integrated platform combining reviews, loyalty, SMS, and UGC
AI-powered shopping experiences and personalization
Deep integrations with Shopify, Google, and Instagram
Trusted by major brands like Steve Madden, IKEA, and Barnes & Noble
Learn more at
yotpo.com
See exactly which data objects transfer from Workbooks CRM to Yotpo


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Yotpo.
Explore other popular CRM migrations similar to Workbooks CRM to Yotpo
Need to go the other way? We support bidirectional migrations.
Yotpo → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com