Source
Agent CRM

Agent CRM

Destination
Apollo.io

Apollo.io

CRM MigrationStarting at $500

Migrate from Agent CRM to Apollo.io

Effortlessly & Accurately

Transfer contacts, activities, and more from Agent CRM to Apollo.io. 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 Agent CRM to Apollo.io 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

Agent CRM vs Apollo.io

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

Migrating from
Agent CRM

Agent CRM

AI-powered CRM for insurance agents

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance Agencies
Top Strength

AI-powered lead response and engagement

Migrating to
Apollo.io

Apollo.io

Find and close your next customer with AI

Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.

Founded 2015
San Francisco, California
Best for
Small BusinessMid-Market
Industries
B2B TechnologySaaSStartups+2 more
Top Strength

Massive verified B2B contact database

Your New CRM

Why Apollo.io is a great choice

Apollo.io

Apollo.io

"Find and close your next customer with AI"

Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.

Ideal for: Sales teams seeking an all-in-one prospecting and engagement platform that combines contact data, email automation, and calling in a single affordable solution.

Massive verified B2B contact database

Built-in email sequences and power dialer

Industries
B2B TechnologySaaSStartups+2
Best For
Small BusinessMid-Market

Buying intent data and lead scoring

Chrome extension for LinkedIn prospecting

Learn more at

apollo.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from Agent CRM to Apollo.io

Agent CRM
Apollo.io
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Agent CRM to Apollo.io Migration FAQ

Common questions about migrating from Agent CRM to Apollo.io.

Related Migration Paths

Explore other popular CRM migrations similar to Agent CRM to Apollo.io

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Prefer email? talk@ambrstack.com