Source
Coda

Coda

Destination
kvCORE

kvCORE

CRM MigrationStarting at $500

Migrate from Coda to kvCORE

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Coda to kvCORE. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Coda to kvCORE migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Coda vs kvCORE

A quick look at both platforms to help you understand your migration path

Migrating from
Coda

Coda

Your all-in-one collaborative workspace

Coda is a collaborative all-in-one platform that blends docs, spreadsheets, and applications into a single canvas. It enables teams to create custom CRM solutions with interconnected tables and powerful automation.

Founded 2014
San Francisco, California, USA
Best for
Small BusinessMid-MarketEnterprise
Industries
collaborationproject managementsales+2 more
Top Strength

Highly customizable for building custom CRM solutions

Migrating to
kvCORE

kvCORE

All-in-one real estate platform for agents and brokerages

kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.

Founded 2017
Salt Lake City, Utah, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Real EstateMortgageProperty Management
Top Strength

AI-driven behavioral automation engaging 5-10x more leads

Your New CRM

Why kvCORE is a great choice

kvCORE

kvCORE

"All-in-one real estate platform for agents and brokerages"

kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.

Ideal for: Real estate agents, teams, and brokerages seeking comprehensive lead generation, IDX websites, and AI-powered follow-up automation.

AI-driven behavioral automation engaging 5-10x more leads

Customizable IDX websites with mobile search app

Industries
Real EstateMortgageProperty Management
Best For
Small BusinessMid-MarketEnterprise

Free lead generation tools and property alerts

Integration with DocuSign, Dotloop, SkySlope

Learn more at

insiderealestate.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Coda to kvCORE

Coda
kvCORE
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Mapping Required
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Coda to kvCORE Migration FAQ

Common questions about migrating from Coda to kvCORE.

Related Migration Paths

Explore other popular CRM migrations similar to Coda to kvCORE

Reverse Migration

Need to go the other way? We support bidirectional migrations.

kvCORE → Coda

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com