Source
PBS Systems

PBS Systems

Destination
nCino

nCino

CRM MigrationStarting at $500

Migrate from PBS Systems to nCino

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from PBS Systems to nCino. 11 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 PBS Systems to nCino 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

PBS Systems vs nCino

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

Migrating from
PBS Systems

PBS Systems

All-in-one dealership management system

PBS Systems provides a comprehensive dealer management system (DMS) for automotive dealerships, integrating accounting, sales, service, parts, business intelligence, and CRM in one platform. With 35+ years in the industry, their v10 platform serves thousands of dealerships across North America.

Founded 1988
Calgary, Alberta, Canada
Best for
Small BusinessMid-MarketEnterprise
Industries
AutomotiveDealershipsAuto Retail+2 more
Top Strength

35+ years of automotive dealership expertise

Migrating to
nCino

nCino

The worldwide leader in cloud banking

nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.

Founded 2012
Wilmington, North Carolina, United States
Best for
Mid-MarketEnterprise
Industries
BankingFinancial ServicesCredit Unions+1 more
Top Strength

End-to-end Bank Operating System on Salesforce platform

Your New CRM

Why nCino is a great choice

nCino

nCino

"The worldwide leader in cloud banking"

nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.

Ideal for: Banks and credit unions seeking a unified platform for loan origination, customer onboarding, and CRM built on Salesforce.

End-to-end Bank Operating System on Salesforce platform

Serves 2,700+ financial institutions globally

Industries
BankingFinancial ServicesCredit Unions+1
Best For
Mid-MarketEnterprise

Integrates with core banking and third-party systems

Consumer Banking APIs for custom experiences

Learn more at

ncino.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from PBS Systems to nCino

PBS Systems
nCino
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
Supported
Quotes
Not Available
Documents
Supported
Campaigns
Not Available

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

PBS Systems to nCino Migration FAQ

Common questions about migrating from PBS Systems to nCino.

Related Migration Paths

Explore other popular CRM migrations similar to PBS Systems to nCino

Ready to get started?

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

Prefer email? talk@ambrstack.com