Shape
Planports CRM
Transfer contacts, companies, deals, and more from Shape to Planports CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Shape to Planports CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
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.
Built-in click-to-dial and SMS with 10DLC compliance
CRM, process management, and pre-accounting
Planports CRM is a cloud-based platform combining customer relationship management, process management, project tracking, and pre-accounting tools. It serves businesses across various industries with task management and workflow automation.
Integrated CRM with project and task management
"CRM, process management, and pre-accounting"
Planports CRM is a cloud-based platform combining customer relationship management, process management, project tracking, and pre-accounting tools. It serves businesses across various industries with task management and workflow automation.
Ideal for: Small to medium businesses seeking an integrated platform for CRM, project management, task tracking, and basic accounting without complex ERP systems.
Integrated CRM with project and task management
Pre-accounting and financial tracking
API infrastructure for custom integrations
Multi-industry solution adaptability
Learn more at
planports.com
See exactly which data objects transfer from Shape to Planports CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Shape to Planports CRM.
Explore other popular CRM migrations similar to Shape to Planports CRM
Need to go the other way? We support bidirectional migrations.
Planports CRM → ShapeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
