MoneyGuide
Leadsurance
Transfer contacts, activities, and more from MoneyGuide to Leadsurance. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Leadsurance 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
Free simple CRM for insurance agents
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Completely free Google Sheets-based CRM
"Free simple CRM for insurance agents"
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Ideal for: Independent insurance agents seeking a simple, free CRM solution with spreadsheet-style tracking and basic marketing resources.
Completely free Google Sheets-based CRM
132 insurance marketing ideas included
Simple interface for non-technical users
Chatbot solutions for lead generation
Learn more at
leadsurance.com
See exactly which data objects transfer from MoneyGuide to Leadsurance
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Leadsurance.
Explore other popular CRM migrations similar to MoneyGuide to Leadsurance
Need to go the other way? We support bidirectional migrations.
Leadsurance → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
