Source
SmartZip

SmartZip

Destination
Bonterra

Bonterra

CRM MigrationStarting at $500

Migrate from SmartZip to Bonterra

Effortlessly & Accurately

Transfer contacts, activities, and more from SmartZip to Bonterra. 8 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 SmartZip 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

SmartZip vs Bonterra

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

Migrating from
SmartZip

SmartZip

Predictive Analytics for Real Estate

SmartZip is a predictive marketing platform for real estate professionals, using big data analytics to identify homeowners most likely to sell and automating targeted marketing campaigns.

Founded 2008
Pleasanton, California
Best for
Small BusinessMid-Market
Industries
Real EstateMortgage
Top Strength

Patent-pending predictive analytics with 24 data sources and 1 billion data points

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 SmartZip to Bonterra

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

Core Objects

Contacts
Supported
Companies
Mapping Required
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
Mapping Required
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

SmartZip to Bonterra Migration FAQ

Common questions about migrating from SmartZip to Bonterra.

Related Migration Paths

Explore other popular CRM migrations similar to SmartZip to Bonterra

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Prefer email? talk@ambrstack.com