Jenesis
Erxes
Transfer contacts, deals, activities, and more from Jenesis to Erxes. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Jenesis to Erxes 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
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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
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
Open-source experience operating system
Erxes is an open-source Experience Operating System (XOS) that unifies marketing, sales, operations, and support functions. It provides contact management, sales pipeline tracking, marketing automation, and team communication in a self-hosted, customizable platform.
100% open-source with plugin-based architecture
"Open-source experience operating system"
Erxes is an open-source Experience Operating System (XOS) that unifies marketing, sales, operations, and support functions. It provides contact management, sales pipeline tracking, marketing automation, and team communication in a self-hosted, customizable platform.
Ideal for: Organizations seeking a self-hosted, open-source alternative to HubSpot and Zendesk with complete control over data.
100% open-source with plugin-based architecture
Self-hosted deployment for complete data privacy and control
Unified platform replacing HubSpot, Zendesk, and Linear
Kanban-style sales pipeline tracking with visual dashboards
Learn more at
erxes.io
See exactly which data objects transfer from Jenesis to Erxes
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Jenesis to Erxes.
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Prefer email? talk@ambrstack.com
