Source
Shape

Shape

Destination
Erxes

Erxes

CRM MigrationStarting at $500

Migrate from Shape to Erxes

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Shape to Erxes. 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 Erxes 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 Erxes

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
Erxes

Erxes

Open-source experience operating system

Erxes is an open-source Experience Operating System (XOS) that unifies marketing, sales, operations, and support functions. It provides contact management, sales pipeline tracking, marketing automation, and team communication in a self-hosted, customizable platform.

Founded 2017
Van Nuys, CA
Best for
Small BusinessMid-Market
Industries
SaaSDigital MarketingSoftware Development+1 more
Top Strength

100% open-source with plugin-based architecture

Your New CRM

Why Erxes is a great choice

Erxes

Erxes

"Open-source experience operating system"

Erxes is an open-source Experience Operating System (XOS) that unifies marketing, sales, operations, and support functions. It provides contact management, sales pipeline tracking, marketing automation, and team communication in a self-hosted, customizable platform.

Ideal for: Organizations seeking a self-hosted, open-source alternative to HubSpot and Zendesk with complete control over data.

100% open-source with plugin-based architecture

Self-hosted deployment for complete data privacy and control

Industries
SaaSDigital MarketingSoftware Development+1
Best For
Small BusinessMid-Market

Unified platform replacing HubSpot, Zendesk, and Linear

Kanban-style sales pipeline tracking with visual dashboards

Learn more at

erxes.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from Shape to Erxes

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Not Available
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
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 Erxes Migration FAQ

Common questions about migrating from Shape to Erxes.

Related Migration Paths

Explore other popular CRM migrations similar to Shape to Erxes

Reverse Migration

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

Erxes → Shape

Ready to get started?

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

Prefer email? talk@ambrstack.com