Source
Agent CRM

Agent CRM

Destination
Sendlane

Sendlane

CRM MigrationStarting at $500

Migrate from Agent CRM to Sendlane

Effortlessly & Accurately

Transfer contacts, activities, and more from Agent CRM to Sendlane. 6 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 Sendlane 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 Sendlane

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
Sendlane

Sendlane

Unified email, SMS, reviews and forms

Sendlane is an email and SMS marketing automation platform designed for e-commerce businesses. It offers behavior-based automation, deep data integration, real-time analytics, and unified customer profiles to drive revenue and retention.

Founded 2013
San Diego, California
Best for
Small BusinessMid-Market
Industries
E-commerceRetailDTC Brands+2 more
Top Strength

Behavior-based email and SMS automation

Your New CRM

Why Sendlane is a great choice

Sendlane

Sendlane

"Unified email, SMS, reviews and forms"

Sendlane is an email and SMS marketing automation platform designed for e-commerce businesses. It offers behavior-based automation, deep data integration, real-time analytics, and unified customer profiles to drive revenue and retention.

Ideal for: E-commerce businesses seeking a unified email and SMS marketing platform with behavior-based automation and deep Shopify integration.

Behavior-based email and SMS automation

Deep e-commerce and Shopify integration

Industries
E-commerceRetailDTC Brands+2
Best For
Small BusinessMid-Market

Real-time analytics and tracking with Sendlane Beacon

Pay-per-email pricing model for cost efficiency

Learn more at

sendlane.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Agent CRM to Sendlane

Agent CRM
Sendlane
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
Not Available
Tasks
Not Available

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 Sendlane Migration FAQ

Common questions about migrating from Agent CRM to Sendlane.

Related Migration Paths

Explore other popular CRM migrations similar to Agent CRM to Sendlane

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Prefer email? talk@ambrstack.com