eMoney
Leadsurance
Transfer contacts, activities, and more from eMoney to Leadsurance. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Leadsurance 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
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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
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.
Comprehensive financial planning capabilities including retirement and estate planning
Free simple CRM for insurance agents
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Completely free Google Sheets-based CRM
"Free simple CRM for insurance agents"
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Ideal for: Independent insurance agents seeking a simple, free CRM solution with spreadsheet-style tracking and basic marketing resources.
Completely free Google Sheets-based CRM
132 insurance marketing ideas included
Simple interface for non-technical users
Chatbot solutions for lead generation
Learn more at
leadsurance.com
See exactly which data objects transfer from eMoney to Leadsurance
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Leadsurance.
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