AgencyBloc
AscendixRE CRM
Transfer contacts, companies, activities, and more from AgencyBloc to AscendixRE CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyBloc to AscendixRE CRM 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
Agency management system for insurance
AgencyBloc is an agency management system and CRM specifically designed for health and life insurance agencies. It provides contact management, policy tracking, commissions processing, lead automation, and compliance tools to help agencies streamline operations and grow efficiently.
#1 agency-recommended insurance growth platform
Salesforce-powered commercial real estate CRM
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Salesforce and Dynamics 365 compatibility
"Salesforce-powered commercial real estate CRM"
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Ideal for: Commercial real estate brokers and companies using Salesforce seeking specialized CRE functionality with deal tracking and property management.
Salesforce and Dynamics 365 compatibility
Pre-built CRE objects and workflows
Advanced deal flow with drag-and-drop pipeline
Property mapping and stacking plans
Learn more at
ascendix.com
See exactly which data objects transfer from AgencyBloc to AscendixRE CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyBloc to AscendixRE CRM.
Explore other popular CRM migrations similar to AgencyBloc to AscendixRE CRM
Need to go the other way? We support bidirectional migrations.
AscendixRE CRM → AgencyBlocJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
