MoneyGuide
Bigin by Zoho
Transfer contacts, companies, activities, and more from MoneyGuide to Bigin by Zoho. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Bigin by Zoho 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
#1-rated financial planning software
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
#1 rated in 2024 T3 Inside Information Survey
The easiest small business CRM
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ultra-simple setup in under 30 minutes
"The easiest small business CRM"
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ideal for: Micro-businesses, freelancers, and small teams wanting to move beyond spreadsheets with a simple, affordable CRM that requires minimal setup and training.
Ultra-simple setup in under 30 minutes
Most affordable CRM at $7 per user per month
Built-in telephony and WhatsApp integration
Pipeline-centric visual deal management
Learn more at
bigin.com
See exactly which data objects transfer from MoneyGuide to Bigin by Zoho
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Bigin by Zoho.
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Need to go the other way? We support bidirectional migrations.
Bigin by Zoho → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
