Source
Mixmax

Mixmax

Destination
Junxure

Junxure

CRM MigrationStarting at $500

Migrate from Mixmax to Junxure

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Mixmax to Junxure. 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 Mixmax 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

Mixmax vs Junxure

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

Migrating from
Mixmax

Mixmax

The AI sales execution platform

Mixmax is a sales engagement platform that helps revenue teams accelerate deals through multi-channel sequences, email tracking, and meeting scheduling directly from Gmail and Outlook. It offers AI-powered email writing and engagement analytics.

Founded 2014
San Francisco, California
Best for
Small BusinessMid-Market
Industries
TechnologySaaSProfessional Services+2 more
Top Strength

Multi-channel sequences with email, phone, and LinkedIn

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 Mixmax to Junxure

Mixmax
Junxure
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
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Not Available

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Mixmax to Junxure Migration FAQ

Common questions about migrating from Mixmax to Junxure.

Related Migration Paths

Explore other popular CRM migrations similar to Mixmax to Junxure

Reverse Migration

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

Junxure → Mixmax

Ready to get started?

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

Prefer email? talk@ambrstack.com