Source
Shape

Shape

Destination
Groove

Groove

CRM MigrationStarting at $500

Migrate from Shape to Groove

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Shape to Groove. 10 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 Groove 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 Groove

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
Groove

Groove

Sales engagement platform built for Salesforce

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy with automation, driving efficiency across the customer lifecycle. Acquired by Clari in 2023, it is Salesforce-native and captures 3x the activities of competing platforms.

Founded 2014
San Francisco, California, United States
Best for
Mid-MarketEnterprise
Industries
TechnologyFinancial ServicesMedia+2 more
Top Strength

Salesforce-native with no data latency

Your New CRM

Why Groove is a great choice

Groove

Groove

"Sales engagement platform built for Salesforce"

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy with automation, driving efficiency across the customer lifecycle. Acquired by Clari in 2023, it is Salesforce-native and captures 3x the activities of competing platforms.

Ideal for: Enterprise sales teams using Salesforce who need a native sales engagement platform with comprehensive activity capture and multi-channel automation.

Salesforce-native with no data latency

Captures 3x more activities than competitors

Industries
TechnologyFinancial ServicesMedia+2
Best For
Mid-MarketEnterprise

Multi-channel campaigns (email, SMS, LinkedIn, calls)

#1 in enterprise customer satisfaction on G2 for four consecutive years

Learn more at

groove.co

Data Compatibility

What gets migrated

See exactly which data objects transfer from Shape to Groove

Shape
Groove
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
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 Groove Migration FAQ

Common questions about migrating from Shape to Groove.

Related Migration Paths

Explore other popular CRM migrations similar to Shape to Groove

Reverse Migration

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

Groove → Shape

Ready to get started?

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

Prefer email? talk@ambrstack.com