Follow Up Boss
Jenesis
Transfer contacts, companies, deals, and more from Follow Up Boss to Jenesis. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Follow Up Boss to Jenesis 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
The real estate team OS
Follow Up Boss is a specialized CRM designed for real estate professionals and teams, offering automated lead management, omnichannel communication (calls, texts, emails), intelligent follow-up workflows, and advanced reporting. The platform automates lead distribution, follows up from 200+ lead sources, and integrates with numerous real estate platforms.
Specialized for real estate with 200+ lead source integrations
Insurance agency management system made simple
Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.
Built specifically for independent insurance agencies
"Insurance agency management system made simple"
Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.
Ideal for: Small to mid-size independent insurance agencies seeking an affordable, all-in-one management system with CRM, policy management, and marketing tools.
Built specifically for independent insurance agencies
Integrated ACORD forms library
Carrier downloads and real-time policy inquiry
Commission tracking and credit card processing
Learn more at
jenesissoftware.com
See exactly which data objects transfer from Follow Up Boss to Jenesis
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Follow Up Boss to Jenesis.
Explore other popular CRM migrations similar to Follow Up Boss to Jenesis
Need to go the other way? We support bidirectional migrations.
Jenesis → Follow Up BossJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
