Source
eMoney

eMoney

Destination
Bigin by Zoho

Bigin by Zoho

CRM MigrationStarting at $500

Migrate from eMoney to Bigin by Zoho

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from eMoney to Bigin by Zoho. 6 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 eMoney to Bigin by Zoho 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

eMoney vs Bigin by Zoho

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

Migrating from
eMoney

eMoney

Complete financial planning system

eMoney Advisor is a comprehensive financial planning platform acquired by Fidelity that empowers financial advisors and wealth managers to deliver comprehensive client experiences and strengthen client relationships. It provides planning tools, account aggregation, and interactive scenarios for advisors.

Founded 2000
Radnor, PA
Best for
Mid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Planning+1 more
Top Strength

Comprehensive financial planning capabilities including retirement and estate planning

Migrating to
Bigin by Zoho

Bigin by Zoho

The easiest small business CRM

Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.

Founded 2020
Chennai, India
Best for
Small Business
Industries
Real EstateTechnologyEducation+2 more
Top Strength

Ultra-simple setup in under 30 minutes

Your New CRM

Why Bigin by Zoho is a great choice

Bigin by Zoho

Bigin by Zoho

"The easiest small business CRM"

Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.

Ideal for: Micro-businesses, freelancers, and small teams wanting to move beyond spreadsheets with a simple, affordable CRM that requires minimal setup and training.

Ultra-simple setup in under 30 minutes

Most affordable CRM at $7 per user per month

Industries
Real EstateTechnologyEducation+2
Best For
Small Business

Built-in telephony and WhatsApp integration

Pipeline-centric visual deal management

Learn more at

bigin.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from eMoney to Bigin by Zoho

eMoney
Bigin by Zoho
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

eMoney to Bigin by Zoho Migration FAQ

Common questions about migrating from eMoney to Bigin by Zoho.

Related Migration Paths

Explore other popular CRM migrations similar to eMoney to Bigin by Zoho

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