AgencyBloc
PipelineDeals
Transfer contacts, companies, activities, and more from AgencyBloc to PipelineDeals. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyBloc to PipelineDeals 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
Prefer email? talk@ambrstack.com
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
Simple, powerful sales CRM
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
User-friendly interface with minimal learning curve
"Simple, powerful sales CRM"
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
Ideal for: Small to midsize sales teams wanting a straightforward CRM with strong pipeline visibility, sales tracking, and excellent customer support.
User-friendly interface with minimal learning curve
Visual sales pipeline management
Customizable deal stages and fields
Strong customer support and service
Learn more at
pipelinedeals.com
See exactly which data objects transfer from AgencyBloc to PipelineDeals
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyBloc to PipelineDeals.
Explore other popular CRM migrations similar to AgencyBloc to PipelineDeals
Need to go the other way? We support bidirectional migrations.
PipelineDeals → AgencyBlocJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
