Source
Jenesis

Jenesis

Destination
Ylopo

Ylopo

CRM MigrationStarting at $500

Migrate from Jenesis to Ylopo

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Jenesis to Ylopo. 9 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 Ylopo 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 Ylopo

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
Ylopo

Ylopo

AI-Driven Digital Marketing Platform for Real Estate

Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.

Founded 2013
Santa Monica, California
Best for
Small BusinessMid-Market
Industries
Real Estate
Top Strength

AI Voice and Text assistants trained on 50+ million conversations

Your New CRM

Why Ylopo is a great choice

Ylopo

Ylopo

"AI-Driven Digital Marketing Platform for Real Estate"

Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.

Ideal for: Real estate agents and teams seeking AI-powered lead generation with intelligent nurturing through voice and text conversations, integrated with their existing CRM.

AI Voice and Text assistants trained on 50+ million conversations

Facebook and Google PPC campaign management with unlimited lead generation

Industries
Real Estate
Best For
Small BusinessMid-Market

Dynamic video ads and Listing Rocket for automated listing marketing

Seamless integration with Follow Up Boss, Sierra Interactive, and other top CRMs

Learn more at

ylopo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Jenesis to Ylopo

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

Core Objects

Contacts
Supported
Companies
Not Available
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 Ylopo Migration FAQ

Common questions about migrating from Jenesis to Ylopo.

Related Migration Paths

Explore other popular CRM migrations similar to Jenesis to Ylopo

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Ylopo → Jenesis

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com