AdvisorEngine
Zoho Recruit
Transfer contacts, companies, activities, and more from AdvisorEngine to Zoho Recruit. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Zoho Recruit 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
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
One Stop Recruitment Solution
Zoho Recruit is a cloud-based applicant tracking system and recruitment CRM designed for staffing agencies and corporate HR teams, offering resume parsing, candidate tracking, interview scheduling, and job board integrations.
Combined ATS and Candidate Relationship Management platform
"One Stop Recruitment Solution"
Zoho Recruit is a cloud-based applicant tracking system and recruitment CRM designed for staffing agencies and corporate HR teams, offering resume parsing, candidate tracking, interview scheduling, and job board integrations.
Ideal for: Staffing agencies and corporate HR teams seeking an affordable, feature-rich ATS and recruitment CRM with AI-powered candidate matching and extensive job board integrations.
Combined ATS and Candidate Relationship Management platform
AI-powered resume parsing and candidate matching
Customizable career sites and branded job pages
Integration with 75+ job boards for multiposting
Learn more at
zoho.com
See exactly which data objects transfer from AdvisorEngine to Zoho Recruit
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Zoho Recruit.
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Need to go the other way? We support bidirectional migrations.
Zoho Recruit → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
