XLR8
JobNimbus
Transfer contacts, companies, deals, and more from XLR8 to JobNimbus. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to JobNimbus 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
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
The #1 roofing CRM and project management platform
JobNimbus is an all-in-one CRM and project management platform built for roofing, solar, and exterior renovation contractors. Founded in 2013, it combines lead management, estimating (via acquired SumoQuote), job tracking, payments, and automation to help contractors streamline operations from lead to completion.
Purpose-built for roofing and contracting industry
"The #1 roofing CRM and project management platform"
JobNimbus is an all-in-one CRM and project management platform built for roofing, solar, and exterior renovation contractors. Founded in 2013, it combines lead management, estimating (via acquired SumoQuote), job tracking, payments, and automation to help contractors streamline operations from lead to completion.
Ideal for: Roofing, solar, and exterior renovation contractors seeking a customizable CRM with project management, estimating, and payment tools designed for their industry.
Purpose-built for roofing and contracting industry
Highly customizable workflows and pipelines
SumoQuote integration for professional estimates
Built-in texting via Engage feature
Learn more at
jobnimbus.com
See exactly which data objects transfer from XLR8 to JobNimbus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to JobNimbus.
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Prefer email? talk@ambrstack.com
