Source
Pipeliner CRM

Pipeliner CRM

Destination
Avant2

Avant2

CRM MigrationStarting at $500

Migrate from Pipeliner CRM to Avant2

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Pipeliner CRM to Avant2. 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 Pipeliner CRM to Avant2 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

Pipeliner CRM vs Avant2

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

Migrating from
Pipeliner CRM

Pipeliner CRM

Sales CRM software for sales professionals

Pipeliner CRM is a visual sales enablement platform focusing on pipeline management, sales processes, and analytics. It offers an intuitive interface with strong automation capabilities and comprehensive reporting for sales teams.

Founded 2007
Los Angeles, California
Best for
Small BusinessMid-Market
Industries
TechnologyManufacturingProfessional Services+2 more
Top Strength

Highly visual pipeline and sales process management

Migrating to
Avant2

Avant2

CRM for insurance sales and brokerage

Avant2 is an insurance-focused CRM and multi-pricer platform for brokers, enabling policy quoting across 120+ products from 50+ insurance companies, client relationship management, portfolio management, and policy contracting in under 6 minutes.

Spain
Best for
Small BusinessMid-Market
Industries
InsuranceBrokerageFinancial Services
Top Strength

120+ insurance products and 50+ companies

Your New CRM

Why Avant2 is a great choice

Avant2

Avant2

"CRM for insurance sales and brokerage"

Avant2 is an insurance-focused CRM and multi-pricer platform for brokers, enabling policy quoting across 120+ products from 50+ insurance companies, client relationship management, portfolio management, and policy contracting in under 6 minutes.

Ideal for: Insurance brokers needing integrated CRM with multi-pricer and fast policy quoting capabilities.

120+ insurance products and 50+ companies

Fast policy quoting in minutes

Industries
InsuranceBrokerageFinancial Services
Best For
Small BusinessMid-Market

Portfolio management tools

Integrated CRM and policy contracting

Learn more at

avant2.es

Data Compatibility

What gets migrated

See exactly which data objects transfer from Pipeliner CRM to Avant2

Pipeliner CRM
Avant2
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Supported
Quotes
Supported
Documents
Supported
Campaigns
Not Available

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

Pipeliner CRM to Avant2 Migration FAQ

Common questions about migrating from Pipeliner CRM to Avant2.

Related Migration Paths

Explore other popular CRM migrations similar to Pipeliner CRM to Avant2

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Prefer email? talk@ambrstack.com