Source
DonorPerfect

DonorPerfect

Destination
SmartAdvocate

SmartAdvocate

CRM MigrationStarting at $500

Migrate from DonorPerfect to SmartAdvocate

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from DonorPerfect to SmartAdvocate. 11 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 DonorPerfect to SmartAdvocate 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

DonorPerfect vs SmartAdvocate

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

Migrating from
DonorPerfect

DonorPerfect

Fundraise without compromise

DonorPerfect is a comprehensive nonprofit fundraising and donor management platform serving over 75,000 nonprofit professionals. Founded in 1981, it offers tools for donor management, online donation forms, automated workflows, and customizable reports designed to help nonprofits strengthen supporter relationships and raise more funds.

Founded 1981
Fort Washington, Pennsylvania, USA
Best for
Small BusinessMid-MarketEnterprise
Industries
nonprofit organizationsfundraisingdonor management+2 more
Top Strength

Trusted by over 75,000 nonprofit professionals

Migrating to
SmartAdvocate

SmartAdvocate

Powerful Legal Case Management Software

SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.

New York, New York
Best for
Small BusinessMid-MarketEnterprise
Industries
LegalPersonal InjuryMass Torts+3 more
Top Strength

Named 2025 Case Management Solution of the Year by LegalTech Breakthrough

Your New CRM

Why SmartAdvocate is a great choice

SmartAdvocate

SmartAdvocate

"Powerful Legal Case Management Software"

SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.

Ideal for: Plaintiff's litigation firms seeking a comprehensive, AI-enhanced case management system with robust document management and customizable workflows.

Named 2025 Case Management Solution of the Year by LegalTech Breakthrough

AI tools for summarizing cases, medical records, and depositions

Industries
LegalPersonal InjuryMass Torts+3
Best For
Small BusinessMid-MarketEnterprise

175+ integrations with legal and business tools

WorkPlans and Automated Procedures for task automation

Learn more at

smartadvocate.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from DonorPerfect to SmartAdvocate

DonorPerfect
SmartAdvocate
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

DonorPerfect to SmartAdvocate Migration FAQ

Common questions about migrating from DonorPerfect to SmartAdvocate.

Related Migration Paths

Explore other popular CRM migrations similar to DonorPerfect to SmartAdvocate

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Prefer email? talk@ambrstack.com