Source
Sumac

Sumac

Destination
Ylopo

Ylopo

CRM MigrationStarting at $500

Migrate from Sumac to Ylopo

Effortlessly & Accurately

Transfer contacts, activities, and more from Sumac to Ylopo. 7 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 Sumac to Ylopo 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

Sumac vs Ylopo

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

Migrating from
Sumac

Sumac

The #1 Nonprofit Case Management Software

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Founded 1994
Toronto, Ontario, Canada
Best for
Small BusinessMid-Market
Industries
NonprofitsSocial ServicesHealthcare+2 more
Top Strength

HIPAA and PIPEDA compliant with encrypted storage

Migrating to
Ylopo

Ylopo

AI-Driven Digital Marketing Platform for Real Estate

Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.

Founded 2013
Santa Monica, California
Best for
Small BusinessMid-Market
Industries
Real Estate
Top Strength

AI Voice and Text assistants trained on 50+ million conversations

Your New CRM

Why Ylopo is a great choice

Ylopo

Ylopo

"AI-Driven Digital Marketing Platform for Real Estate"

Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.

Ideal for: Real estate agents and teams seeking AI-powered lead generation with intelligent nurturing through voice and text conversations, integrated with their existing CRM.

AI Voice and Text assistants trained on 50+ million conversations

Facebook and Google PPC campaign management with unlimited lead generation

Industries
Real Estate
Best For
Small BusinessMid-Market

Dynamic video ads and Listing Rocket for automated listing marketing

Seamless integration with Follow Up Boss, Sierra Interactive, and other top CRMs

Learn more at

ylopo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Sumac to Ylopo

Sumac
Ylopo
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Mapping Required
Leads
Mapping Required
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
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Not Available

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

FAQ

Sumac to Ylopo Migration FAQ

Common questions about migrating from Sumac to Ylopo.

Related Migration Paths

Explore other popular CRM migrations similar to Sumac to Ylopo

Reverse Migration

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

Ylopo → Sumac

Ready to get started?

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

Prefer email? talk@ambrstack.com