Source
Filevine

Filevine

Destination
Close CRM

Close CRM

CRM MigrationStarting at $500

Migrate from Filevine to Close CRM

Effortlessly & Accurately

Transfer contacts, activities, and more from Filevine to Close CRM. 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 Filevine to Close CRM 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

Filevine vs Close CRM

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

Migrating from
Filevine

Filevine

AI-Powered Legal Workflow Software

Filevine is a legal practice management and case management platform designed for law firms to organize cases, manage documents, track time and billing, and collaborate with team members and clients. It provides an all-in-one solution for legal workflow automation and case organization.

Founded 2014
Salt Lake City, Utah
Best for
Small BusinessMid-MarketEnterprise
Industries
Legal ServicesLaw FirmsPractice Management+2 more
Top Strength

Comprehensive case management with AI assistance

Migrating to
Close CRM

Close CRM

The No BS CRM for scaling businesses

Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.

Founded 2013
San Francisco, California
Best for
Small Business
Industries
SaaSStartupsTechnology+2 more
Top Strength

Built-in native calling, SMS, and email

Your New CRM

Why Close CRM is a great choice

Close CRM

Close CRM

"The No BS CRM for scaling businesses"

Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.

Ideal for: Small, lean sales teams looking for a fast, communication-first CRM with native calling, SMS, and email capabilities without external tool dependencies.

Built-in native calling, SMS, and email

AI-powered call transcription and note automation

Industries
SaaSStartupsTechnology+2
Best For
Small Business

Automated sales sequences and follow-up reminders

Speed and performance optimization

Learn more at

close.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Filevine to Close CRM

Filevine
Close CRM
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
Supported
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
Not Available
Subscriptions
Mapping Required

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

FAQ

Filevine to Close CRM Migration FAQ

Common questions about migrating from Filevine to Close CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Filevine to Close CRM

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Prefer email? talk@ambrstack.com