Source
Shape

Shape

Destination
Bonterra

Bonterra

CRM MigrationStarting at $500

Migrate from Shape to Bonterra

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Shape to Bonterra. 9 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 Shape to Bonterra 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

Shape vs Bonterra

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

Migrating from
Shape

Shape

The all-in-one business management solution

Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.

Founded 2017
Irvine, California
Best for
Small BusinessMid-Market
Industries
MortgageInsuranceLegal+4 more
Top Strength

Built-in click-to-dial and SMS with 10DLC compliance

Migrating to
Bonterra

Bonterra

Social good software for nonprofits

Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.

Founded 2021
Austin, Texas, USA
Best for
Mid-MarketEnterprise
Industries
NonprofitFundraisingAdvocacy+2 more
Top Strength

AI-optimized fundraising recommendations

Your New CRM

Why Bonterra is a great choice

Bonterra

Bonterra

"Social good software for nonprofits"

Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.

Ideal for: Mid to large nonprofits seeking comprehensive donor management, fundraising automation, and advocacy capabilities in one platform.

AI-optimized fundraising recommendations

Unified donor, fundraising, and advocacy management

Industries
NonprofitFundraisingAdvocacy+2
Best For
Mid-MarketEnterprise

Advanced wealth screening capabilities

Multi-channel campaign management

Learn more at

bonterratech.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Shape to Bonterra

Shape
Bonterra
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
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
Not Available
Campaigns
Supported

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

Shape to Bonterra Migration FAQ

Common questions about migrating from Shape to Bonterra.

Related Migration Paths

Explore other popular CRM migrations similar to Shape to Bonterra

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Bonterra → Shape

Ready to get started?

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

Prefer email? talk@ambrstack.com