Source
Jenesis

Jenesis

Destination
DealMachine

DealMachine

CRM MigrationStarting at $500

Migrate from Jenesis to DealMachine

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Jenesis to DealMachine. 10 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 Jenesis to DealMachine 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

Jenesis vs DealMachine

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

Migrating from
Jenesis

Jenesis

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.

Founded 1999
Forest City, North Carolina, United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance AgenciesIndependent Agents+1 more
Top Strength

Built specifically for independent insurance agencies

Migrating to
DealMachine

DealMachine

Get the data you want and need

DealMachine is an all-in-one platform designed for real estate investors that combines lead generation, property data, skip tracing, CRM, AI-powered dialer, and direct mail marketing capabilities. It consolidates multiple tools into a single platform for identifying off-market properties and automating direct marketing efforts.

Founded 2017
Indianapolis, Indiana, United States
Best for
Small Business
Industries
real estatereal estate investingproperty wholesale
Top Strength

Driving for dollars with driving maps and property identification

Your New CRM

Why DealMachine is a great choice

DealMachine

DealMachine

"Get the data you want and need"

DealMachine is an all-in-one platform designed for real estate investors that combines lead generation, property data, skip tracing, CRM, AI-powered dialer, and direct mail marketing capabilities. It consolidates multiple tools into a single platform for identifying off-market properties and automating direct marketing efforts.

Ideal for: Real estate investors including wholesalers, flippers, and buy-and-hold investors seeking an integrated platform for lead generation and property data.

Driving for dollars with driving maps and property identification

Comprehensive property data including ownership and mortgage information

Industries
real estatereal estate investingproperty wholesale
Best For
Small Business

AI-powered dialer for automated outreach campaigns

Integrated direct mail marketing and scheduling

Learn more at

dealmachine.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Jenesis to DealMachine

Jenesis
DealMachine
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

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

Jenesis to DealMachine Migration FAQ

Common questions about migrating from Jenesis to DealMachine.

Related Migration Paths

Explore other popular CRM migrations similar to Jenesis to DealMachine

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Prefer email? talk@ambrstack.com