eMoney
PipelineDeals
Transfer contacts, companies, activities, and more from eMoney to PipelineDeals. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to PipelineDeals 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
Prefer email? talk@ambrstack.com
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
Simple, powerful sales CRM
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
User-friendly interface with minimal learning curve
"Simple, powerful sales CRM"
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
Ideal for: Small to midsize sales teams wanting a straightforward CRM with strong pipeline visibility, sales tracking, and excellent customer support.
User-friendly interface with minimal learning curve
Visual sales pipeline management
Customizable deal stages and fields
Strong customer support and service
Learn more at
pipelinedeals.com
See exactly which data objects transfer from eMoney to PipelineDeals
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to PipelineDeals.
Explore other popular CRM migrations similar to eMoney to PipelineDeals
Need to go the other way? We support bidirectional migrations.
PipelineDeals → eMoneyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
