Source
X2CRM

X2CRM

Destination
SmartAdvocate

SmartAdvocate

CRM MigrationStarting at $500

Migrate from X2CRM to SmartAdvocate

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from X2CRM to SmartAdvocate. 11 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 X2CRM to SmartAdvocate 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

X2CRM vs SmartAdvocate

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

Migrating from
X2CRM

X2CRM

Open Source CRM and Workflow Automation

X2CRM is an open-source CRM platform offering sales, marketing, and customer service capabilities with a compact, blog-style interface and powerful workflow automation through X2Flow.

Founded 2011
Santa Cruz, California
Best for
Small BusinessMid-Market
Industries
TechnologyProfessional ServicesManufacturing+2 more
Top Strength

Founded by former SugarCRM CEO with deep CRM expertise

Migrating to
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

Your New CRM

Why SmartAdvocate is a great choice

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.

Ideal for: Plaintiff's litigation firms seeking a comprehensive, AI-enhanced case management system with robust document management and customizable workflows.

Named 2025 Case Management Solution of the Year by LegalTech Breakthrough

AI tools for summarizing cases, medical records, and depositions

Industries
LegalPersonal InjuryMass Torts+3
Best For
Small BusinessMid-MarketEnterprise

175+ integrations with legal and business tools

WorkPlans and Automated Procedures for task automation

Learn more at

smartadvocate.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from X2CRM to SmartAdvocate

X2CRM
SmartAdvocate
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
Supported
Products
Not Available
Quotes
Not Available
Documents
Supported
Campaigns
Not Available

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

X2CRM to SmartAdvocate Migration FAQ

Common questions about migrating from X2CRM to SmartAdvocate.

Related Migration Paths

Explore other popular CRM migrations similar to X2CRM to SmartAdvocate

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Prefer email? talk@ambrstack.com