Source
NetDocuments

NetDocuments

Destination
Propertybase

Propertybase

CRM MigrationStarting at $500

Migrate from NetDocuments to Propertybase

Effortlessly & Accurately

Transfer activities, and more from NetDocuments to Propertybase. 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 Propertybase 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 Propertybase

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
Propertybase

Propertybase

Salesforce-powered real estate CRM

Propertybase is a cloud-based real estate platform built on Salesforce that provides CRM, marketing automation, IDX websites, and lead management for brokerages and teams. It helps real estate professionals showcase their brand, manage leads, and drive more business through digital experiences and automation.

Founded 2010
Boston, Massachusetts, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Real EstateBrokerageProperty Management+1 more
Top Strength

Built on Salesforce trusted infrastructure

Your New CRM

Why Propertybase is a great choice

Propertybase

Propertybase

"Salesforce-powered real estate CRM"

Propertybase is a cloud-based real estate platform built on Salesforce that provides CRM, marketing automation, IDX websites, and lead management for brokerages and teams. It helps real estate professionals showcase their brand, manage leads, and drive more business through digital experiences and automation.

Ideal for: Real estate brokerages and teams seeking a Salesforce-powered CRM with integrated websites, lead management, and marketing automation.

Built on Salesforce trusted infrastructure

200+ integration partners for real estate ecosystem

Industries
Real EstateBrokerageProperty Management+1
Best For
Small BusinessMid-MarketEnterprise

API integrations with Zillow, Trulia, and Realtor.com

Luxury IDX websites with lead capture

Learn more at

propertybase.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NetDocuments to Propertybase

NetDocuments
Propertybase
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 Propertybase Migration FAQ

Common questions about migrating from NetDocuments to Propertybase.

Related Migration Paths

Explore other popular CRM migrations similar to NetDocuments to Propertybase

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