Source
Espresso Agent

Espresso Agent

Destination
Fundly

Fundly

CRM MigrationStarting at $500

Migrate from Espresso Agent to Fundly

Effortlessly & Accurately

Transfer contacts, and more from Espresso Agent to Fundly. 3 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 Espresso Agent to Fundly 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

Espresso Agent vs Fundly

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

Migrating from
Espresso Agent

Espresso Agent

Real estate CRM with lead generation

Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.

Founded 2017
American Fork, UT
Best for
Small Business
Industries
Real EstateReal Estate SalesProperty Sales+1 more
Top Strength

Integrated dialer with AI noise suppression and call transcription

Migrating to
Fundly

Fundly

Online fundraising platform for causes

Fundly was a crowdfunding platform that allowed nonprofits, charities, schools, and other causes to raise money online through personalized donation pages with multimedia content and social sharing. The platform featured donation tracking, campaign management, and integrated payment processing. Note: Fundly shut down on December 10, 2025.

Founded 2009
Palo Alto, California, United States
Best for
Small Business
Industries
NonprofitFundraisingCharity+2 more
Top Strength

Keep-it-all model allowing organizations to retain all donations

Your New CRM

Why Fundly is a great choice

Fundly

Fundly

"Online fundraising platform for causes"

Fundly was a crowdfunding platform that allowed nonprofits, charities, schools, and other causes to raise money online through personalized donation pages with multimedia content and social sharing. The platform featured donation tracking, campaign management, and integrated payment processing. Note: Fundly shut down on December 10, 2025.

Ideal for: Nonprofits and organizations seeking online fundraising with multimedia-rich campaign pages and easy donor engagement (platform is now closed).

Keep-it-all model allowing organizations to retain all donations

Multimedia-rich campaign pages with video galleries

Industries
NonprofitFundraisingCharity+2
Best For
Small Business

Facebook OpenGraph integration for campaign visibility

Stripe payment processing integration

Learn more at

fundly.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Espresso Agent to Fundly

Espresso Agent
Fundly
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Not Available
Activities
Mapping Required

Communication

Emails
Supported
Notes
Not Available
Tasks
Not Available

Advanced Features

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

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

Espresso Agent to Fundly Migration FAQ

Common questions about migrating from Espresso Agent to Fundly.

Related Migration Paths

Explore other popular CRM migrations similar to Espresso Agent to Fundly

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Prefer email? talk@ambrstack.com