Source
Klaviyo

Klaviyo

Destination
Junxure

Junxure

CRM MigrationStarting at $500

Migrate from Klaviyo to Junxure

Effortlessly & Accurately

Transfer contacts, activities, and more from Klaviyo to Junxure. 4 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 Klaviyo to Junxure 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

Klaviyo vs Junxure

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

Migrating from
Klaviyo

Klaviyo

Power smarter digital relationships

Klaviyo is an AI-powered B2C CRM platform combining marketing automation, analytics, and customer service for consumer brands. It specializes in personalized email and SMS campaigns powered by first-party data unification.

Founded 2012
Boston, Massachusetts
Best for
Small BusinessMid-MarketEnterprise
Industries
E-commerceRetailConsumer Goods+2 more
Top Strength

Deep native Shopify and e-commerce integrations

Migrating to
Junxure

Junxure

CRM for financial advisors, by financial advisors

Junxure, now AdvisorEngine CRM, is a specialized CRM platform built specifically for financial advisors, combining robo-advisor efficiency with personalized client service, workflow management, and deep custodian integrations.

Founded 2001
Raleigh, North Carolina
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementInvestment Advisory+1 more
Top Strength

Purpose-built for financial advisors

Your New CRM

Why Junxure is a great choice

Junxure

Junxure

"CRM for financial advisors, by financial advisors"

Junxure, now AdvisorEngine CRM, is a specialized CRM platform built specifically for financial advisors, combining robo-advisor efficiency with personalized client service, workflow management, and deep custodian integrations.

Ideal for: Financial advisors and RIAs seeking a purpose-built CRM with workflow automation, custodian integrations, and comprehensive client relationship management.

Purpose-built for financial advisors

Deep custodian integrations including Schwab

Industries
Financial ServicesWealth ManagementInvestment Advisory+1
Best For
Small BusinessMid-Market

Comprehensive workflow management

Digital account opening capabilities

Learn more at

advisorengine.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Klaviyo to Junxure

Klaviyo
Junxure
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Mapping Required
Tasks
Mapping Required

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Klaviyo to Junxure Migration FAQ

Common questions about migrating from Klaviyo to Junxure.

Related Migration Paths

Explore other popular CRM migrations similar to Klaviyo to Junxure

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Prefer email? talk@ambrstack.com