Close CRM
NetDocuments
Transfer activities, and more from Close CRM to NetDocuments. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Close CRM to NetDocuments 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 for scaling businesses
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Built-in native calling, SMS, and email
Enterprise document and email management in the cloud
NetDocuments is a cloud-native document and email management platform for law firms and corporate legal departments. It offers AI-powered search, matter-centric workspaces, version control, and integrations with Microsoft 365 and legal practice management systems.
Used by many Am Law 100 firms
"Enterprise document and email management in the cloud"
NetDocuments is a cloud-native document and email management platform for law firms and corporate legal departments. It offers AI-powered search, matter-centric workspaces, version control, and integrations with Microsoft 365 and legal practice management systems.
Ideal for: Law firms and legal departments seeking secure, cloud-native document management with AI-powered search and Microsoft 365 integration.
Used by many Am Law 100 firms
AI-powered search and legal AI assistant
Matter-centric workspaces with version control
ndConnect interoperability program with Harvey, Thomson Reuters
Learn more at
netdocuments.com
See exactly which data objects transfer from Close CRM to NetDocuments
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Close CRM to NetDocuments.
Explore other popular CRM migrations similar to Close CRM to NetDocuments
Need to go the other way? We support bidirectional migrations.
NetDocuments → Close CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
