Source
SmartAdvocate

SmartAdvocate

Destination
Act-On

Act-On

CRM MigrationStarting at $500

Migrate from SmartAdvocate to Act-On

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from SmartAdvocate to Act-On. 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 SmartAdvocate to Act-On 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

SmartAdvocate vs Act-On

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

Migrating from
SmartAdvocate

SmartAdvocate

Powerful Legal Case Management Software

SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.

New York, New York
Best for
Small BusinessMid-MarketEnterprise
Industries
LegalPersonal InjuryMass Torts+3 more
Top Strength

Named 2025 Case Management Solution of the Year by LegalTech Breakthrough

Migrating to
Act-On

Act-On

Growth marketing for any business

Act-On is a cloud-based marketing automation platform that helps midsized businesses streamline email marketing, lead management, and customer nurturing. It integrates with major CRM systems and provides deep analytics, lead scoring, and automation capabilities for multi-channel marketing campaigns.

Founded 2008
Portland, Oregon, USA
Best for
Small BusinessMid-Market
Industries
Financial ServicesInsuranceManufacturing+2 more
Top Strength

Strong CRM integrations with Salesforce, Dynamics, and others

Your New CRM

Why Act-On is a great choice

Act-On

Act-On

"Growth marketing for any business"

Act-On is a cloud-based marketing automation platform that helps midsized businesses streamline email marketing, lead management, and customer nurturing. It integrates with major CRM systems and provides deep analytics, lead scoring, and automation capabilities for multi-channel marketing campaigns.

Ideal for: Mid-market B2B companies needing integrated marketing automation with CRM connectivity

Strong CRM integrations with Salesforce, Dynamics, and others

Comprehensive marketing automation and lead scoring

Industries
Financial ServicesInsuranceManufacturing+2
Best For
Small BusinessMid-Market

REST API with good developer documentation

Multi-channel marketing capabilities

Learn more at

act-on.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from SmartAdvocate to Act-On

SmartAdvocate
Act-On
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
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

SmartAdvocate to Act-On Migration FAQ

Common questions about migrating from SmartAdvocate to Act-On.

Related Migration Paths

Explore other popular CRM migrations similar to SmartAdvocate to Act-On

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Prefer email? talk@ambrstack.com