Source
Jenesis

Jenesis

Destination
Veeva CRM

Veeva CRM

CRM MigrationStarting at $500

Migrate from Jenesis to Veeva CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Jenesis to Veeva CRM. 12 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 Veeva CRM 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 Veeva CRM

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
Veeva CRM

Veeva CRM

The industry cloud for life sciences

Veeva CRM is the leading CRM solution for pharmaceutical and life sciences field teams, built specifically for regulatory compliance and complex sales processes. It connects sales, marketing, and medical teams on a unified platform with hundreds of compliance features.

Founded 2007
Pleasanton, California
Best for
Enterprise
Industries
PharmaceuticalsLife SciencesBiotechnology+1 more
Top Strength

Built for pharma compliance with 21 CFR Part 11 and PDMA support

Your New CRM

Why Veeva CRM is a great choice

Veeva CRM

Veeva CRM

"The industry cloud for life sciences"

Veeva CRM is the leading CRM solution for pharmaceutical and life sciences field teams, built specifically for regulatory compliance and complex sales processes. It connects sales, marketing, and medical teams on a unified platform with hundreds of compliance features.

Ideal for: Pharmaceutical and life sciences companies requiring a compliant CRM with specialized functionality for field sales, medical affairs, and regulatory requirements.

Built for pharma compliance with 21 CFR Part 11 and PDMA support

Native integration with Veeva Vault PromoMats for content management

Industries
PharmaceuticalsLife SciencesBiotechnology+1
Best For
Enterprise

Offline capabilities for field teams with seamless data synchronization

AI agents including Pre-call, Media, and Voice Agent (free through 2030)

Learn more at

veeva.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Jenesis to Veeva CRM

Jenesis
Veeva CRM
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
Supported
Quotes
Not Available
Documents
Supported
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 Veeva CRM Migration FAQ

Common questions about migrating from Jenesis to Veeva CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Jenesis to Veeva CRM

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