Jenesis
PipelineDeals
Transfer contacts, companies, deals, and more from Jenesis to PipelineDeals. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Jenesis to PipelineDeals 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
Simple, powerful sales CRM
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
User-friendly interface with minimal learning curve
"Simple, powerful sales CRM"
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
Ideal for: Small to midsize sales teams wanting a straightforward CRM with strong pipeline visibility, sales tracking, and excellent customer support.
User-friendly interface with minimal learning curve
Visual sales pipeline management
Customizable deal stages and fields
Strong customer support and service
Learn more at
pipelinedeals.com
See exactly which data objects transfer from Jenesis to PipelineDeals
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Jenesis to PipelineDeals.
Explore other popular CRM migrations similar to Jenesis to PipelineDeals
Need to go the other way? We support bidirectional migrations.
PipelineDeals → JenesisJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
