Source
Filevine

Filevine

Destination
Salesmate

Salesmate

CRM MigrationStarting at $500

Migrate from Filevine to Salesmate

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Filevine to Salesmate. 8 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 Salesmate 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 Salesmate

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
Salesmate

Salesmate

The most customizable CRM. Now with AI

Salesmate is a flexible, customizable AI-driven CRM platform designed for sales, marketing, and support teams. It offers contact management, workflow automation, deal tracking, and built-in communication tools without expensive integrations.

Founded 2016
Charlotte, North Carolina
Best for
Small BusinessMid-Market
Industries
SaaSTechnologyProfessional Services+2 more
Top Strength

Highly customizable platform for unique workflows

Your New CRM

Why Salesmate is a great choice

Salesmate

Salesmate

"The most customizable CRM. Now with AI"

Salesmate is a flexible, customizable AI-driven CRM platform designed for sales, marketing, and support teams. It offers contact management, workflow automation, deal tracking, and built-in communication tools without expensive integrations.

Ideal for: Growing teams seeking a highly customizable CRM with built-in sales tools, workflow automation, and AI assistance, avoiding integration costs through native functionality.

Highly customizable platform for unique workflows

Native calling, texting, and email tools built-in

Industries
SaaSTechnologyProfessional Services+2
Best For
Small BusinessMid-Market

AI-powered co-pilot for scheduling and drafting

No-code workflow automation engine

Learn more at

salesmate.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from Filevine to Salesmate

Filevine
Salesmate
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
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 Salesmate Migration FAQ

Common questions about migrating from Filevine to Salesmate.

Related Migration Paths

Explore other popular CRM migrations similar to Filevine to Salesmate

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Prefer email? talk@ambrstack.com