---
title: "Migrate from AdvisorEngine CRM to Maximizer CRM | ClonePartner"
description: "Seamless AdvisorEngine CRM to Maximizer CRM migration. Engineer-led, zero downtime, 100% data accuracy."
source: AdvisorEngine CRM
target: Maximizer CRM
canonical: "https://clonepartner.com/migrate/advisorengine-crm-to-maximizer-crm/"
---

# AdvisorEngine CRM → Maximizer CRM migration

Seamless AdvisorEngine CRM to Maximizer CRM migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (AdvisorEngine CRM) → **Contacts (Individuals)** (Maximizer CRM)
- **Households** (AdvisorEngine CRM) → **Contacts (Companies)** (Maximizer CRM)
- **Accounts** (AdvisorEngine CRM) → **Contacts (Companies)** (Maximizer CRM)
- **Opportunities** (AdvisorEngine CRM) → **Opportunities** (Maximizer CRM)
- **Tasks** (AdvisorEngine CRM) → **Hotlist Tasks** (Maximizer CRM)
- **Calendar Events** (AdvisorEngine CRM) → **Appointments** (Maximizer CRM)
- **Notes** (AdvisorEngine CRM) → **Notes** (Maximizer CRM)
- **Documents** (AdvisorEngine CRM) → **Documents** (Maximizer CRM)
- **Activities** (AdvisorEngine CRM) → **Phone Logs** (Maximizer CRM)
- **Service Cases** (AdvisorEngine CRM) → **Customer Service Cases** (Maximizer CRM)
- **Relationships** (AdvisorEngine CRM) → **Relationships** (Maximizer CRM)
- **Custom Fields** (AdvisorEngine CRM) → **User-Defined Fields** (Maximizer CRM)
- **Tags** (AdvisorEngine CRM) → **Address Book Categories** (Maximizer CRM)
- **Fee Schedules** (AdvisorEngine CRM) → **Order/Revenue Entries** (Maximizer CRM)
- **Workflows** (AdvisorEngine CRM) → **NotAvailable (partial workaround possible)** (Maximizer CRM)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your AdvisorEngine CRM → Maximizer CRM migration.