Source
eMoney

eMoney

Destination
Mojo Dialer

Mojo Dialer

CRM MigrationStarting at $500

Migrate from eMoney to Mojo Dialer

Effortlessly & Accurately

Transfer contacts, activities, and more from eMoney to Mojo Dialer. 5 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 Mojo Dialer 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 Mojo Dialer

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
Mojo Dialer

Mojo Dialer

Boost sales with smart lead solutions

Mojo Dialer is a cloud-based power dialer and lead engagement platform designed for real estate and sales professionals. It offers single to triple-line dialing for up to 300 calls per hour, built-in CRM, and copper-based call quality for crystal-clear conversations.

Founded 2006
San Diego, California
Best for
Small Business
Industries
Real EstateInsuranceMortgage+2 more
Top Strength

Triple-line dialer for maximum call throughput

Your New CRM

Why Mojo Dialer is a great choice

Mojo Dialer

Mojo Dialer

"Boost sales with smart lead solutions"

Mojo Dialer is a cloud-based power dialer and lead engagement platform designed for real estate and sales professionals. It offers single to triple-line dialing for up to 300 calls per hour, built-in CRM, and copper-based call quality for crystal-clear conversations.

Ideal for: Real estate agents and sales professionals who need high-volume outbound calling with integrated lead management and CRM.

Triple-line dialer for maximum call throughput

Non-VoIP copper-based call quality

Industries
Real EstateInsuranceMortgage+2
Best For
Small Business

Mobile apps with Mojo ID caller identification

Integrations with Follow Up Boss, Boomtown, and more

Learn more at

mojosells.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from eMoney to Mojo Dialer

eMoney
Mojo Dialer
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
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 Mojo Dialer Migration FAQ

Common questions about migrating from eMoney to Mojo Dialer.

Related Migration Paths

Explore other popular CRM migrations similar to eMoney to Mojo Dialer

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Prefer email? talk@ambrstack.com