AdvisorEngine
Freshworks CRM
Transfer contacts, companies, activities, and more from AdvisorEngine to Freshworks CRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Freshworks CRM 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
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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
CRM built for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
Streamlined sales CRM solution
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Affordable pricing with free plan available
"Streamlined sales CRM solution"
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Ideal for: Small to enterprise-level sales teams seeking an affordable, AI-powered CRM with strong communication tools and automation capabilities.
Affordable pricing with free plan available
AI-powered lead scoring and behavior analytics
Omnichannel communication (calls, emails, WhatsApp, etc.)
Simple, intuitive kanban-style pipeline view
Learn more at
freshworks.com
See exactly which data objects transfer from AdvisorEngine to Freshworks CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Freshworks CRM.
Explore other popular CRM migrations similar to AdvisorEngine to Freshworks CRM
Need to go the other way? We support bidirectional migrations.
Freshworks CRM → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
