Source
AgencyBloc

AgencyBloc

Destination
Funraise

Funraise

CRM MigrationStarting at $500

Migrate from AgencyBloc to Funraise

Effortlessly & Accurately

Transfer contacts, activities, and more from AgencyBloc to Funraise. 8 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 AgencyBloc to Funraise 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

AgencyBloc vs Funraise

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

Migrating from
AgencyBloc

AgencyBloc

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.

Founded 2008
Cedar Falls, Iowa, USA
Best for
Small BusinessMid-Market
Industries
Health InsuranceLife InsuranceGroup Benefits+1 more
Top Strength

#1 agency-recommended insurance growth platform

Migrating to
Funraise

Funraise

Nonprofit fundraising platform with integrated CRM

Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.

Founded 2015
Long Beach, California, United States
Best for
Small BusinessMid-Market
Industries
NonprofitFundraisingPhilanthropy+2 more
Top Strength

Purpose-built for nonprofits with fundraising expertise

Your New CRM

Why Funraise is a great choice

Funraise

Funraise

"Nonprofit fundraising platform with integrated CRM"

Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.

Ideal for: Nonprofits seeking an integrated platform for donor management, fundraising campaign creation, and targeted donor communications.

Purpose-built for nonprofits with fundraising expertise

Integrated donor CRM and fundraising tools

Industries
NonprofitFundraisingPhilanthropy+2
Best For
Small BusinessMid-Market

Customizable donation pages and campaign websites

Donor segmentation and targeted email/SMS campaigns

Learn more at

funraise.org

Data Compatibility

What gets migrated

See exactly which data objects transfer from AgencyBloc to Funraise

AgencyBloc
Funraise
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

AgencyBloc to Funraise Migration FAQ

Common questions about migrating from AgencyBloc to Funraise.

Related Migration Paths

Explore other popular CRM migrations similar to AgencyBloc to Funraise

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Prefer email? talk@ambrstack.com