Source
NetDocuments

NetDocuments

Destination
Apptivo

Apptivo

CRM MigrationStarting at $500

Migrate from NetDocuments to Apptivo

Effortlessly & Accurately

Transfer activities, and more from NetDocuments to Apptivo. 6 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 NetDocuments to Apptivo 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

NetDocuments vs Apptivo

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

Migrating from
NetDocuments

NetDocuments

Enterprise document and email management in the cloud

NetDocuments is a cloud-native document and email management platform for law firms and corporate legal departments. It offers AI-powered search, matter-centric workspaces, version control, and integrations with Microsoft 365 and legal practice management systems.

Founded 1999
Lehi, Utah, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
LegalLaw FirmsCorporate Legal+1 more
Top Strength

Used by many Am Law 100 firms

Migrating to
Apptivo

Apptivo

Simplify your business operations

Apptivo is a cloud-based suite of integrated business applications designed for small and medium-sized businesses. It offers CRM, project management, invoicing, supply chain management, and over 65 apps covering the complete customer lifecycle.

Founded 2009
Fremont, California
Best for
Small BusinessMid-Market
Industries
Real EstateInformation TechnologyConsulting+2 more
Top Strength

Comprehensive suite of 65+ integrated business apps

Your New CRM

Why Apptivo is a great choice

Apptivo

Apptivo

"Simplify your business operations"

Apptivo is a cloud-based suite of integrated business applications designed for small and medium-sized businesses. It offers CRM, project management, invoicing, supply chain management, and over 65 apps covering the complete customer lifecycle.

Ideal for: Small to medium-sized businesses seeking an affordable all-in-one platform covering CRM, project management, invoicing, and operations without multiple tool integrations.

Comprehensive suite of 65+ integrated business apps

Modular approach to select only needed features

Industries
Real EstateInformation TechnologyConsulting+2
Best For
Small BusinessMid-Market

AI-powered predictive lead scoring

Built-in invoicing and payment processing

Learn more at

apptivo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NetDocuments to Apptivo

NetDocuments
Apptivo
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Mapping Required
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
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
Supported
Campaigns
Mapping Required

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

NetDocuments to Apptivo Migration FAQ

Common questions about migrating from NetDocuments to Apptivo.

Related Migration Paths

Explore other popular CRM migrations similar to NetDocuments to Apptivo

Ready to get started?

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

Prefer email? talk@ambrstack.com