Source
DrChrono

DrChrono

Destination
Jenesis

Jenesis

CRM MigrationStarting at $500

Migrate from DrChrono to Jenesis

Effortlessly & Accurately

Transfer contacts, activities, and more from DrChrono to Jenesis. 8 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 DrChrono to Jenesis 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

DrChrono vs Jenesis

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

Migrating from
DrChrono

DrChrono

Practice medicine, not administration

DrChrono is a cloud-based healthcare platform providing EHR, practice management, and medical billing software for independent medical practices. Founded in 2009 and now part of EverCommerce, it was the first to offer tablet-based EHR and serves over 4,600 independent practices with 13,000 providers processing $3+ billion in annual medical claims.

Founded 2009
Sunnyvale, California, USA
Best for
Small BusinessMid-Market
Industries
healthcaremedical practiceelectronic health records+2 more
Top Strength

First EHR apps for iPad and iPhone

Migrating to
Jenesis

Jenesis

Insurance agency management system made simple

Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.

Founded 1999
Forest City, North Carolina, United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance AgenciesIndependent Agents+1 more
Top Strength

Built specifically for independent insurance agencies

Your New CRM

Why Jenesis is a great choice

Jenesis

Jenesis

"Insurance agency management system made simple"

Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.

Ideal for: Small to mid-size independent insurance agencies seeking an affordable, all-in-one management system with CRM, policy management, and marketing tools.

Built specifically for independent insurance agencies

Integrated ACORD forms library

Industries
InsuranceInsurance AgenciesIndependent Agents+1
Best For
Small BusinessMid-Market

Carrier downloads and real-time policy inquiry

Commission tracking and credit card processing

Learn more at

jenesissoftware.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from DrChrono to Jenesis

DrChrono
Jenesis
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
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
Mapping Required

Specialized

Tickets
Not Available
Invoices
Supported
Subscriptions
Not Available

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

FAQ

DrChrono to Jenesis Migration FAQ

Common questions about migrating from DrChrono to Jenesis.

Related Migration Paths

Explore other popular CRM migrations similar to DrChrono to Jenesis

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