Source
Agent CRM

Agent CRM

Destination
Yardi

Yardi

CRM MigrationStarting at $500

Migrate from Agent CRM to Yardi

Effortlessly & Accurately

Transfer contacts, activities, and more from Agent CRM to Yardi. 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 Yardi 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 Yardi

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
Yardi

Yardi

Real Estate Software Energized For Tomorrow, Today

Yardi provides comprehensive property management and CRM software for real estate portfolios of all types, including residential, commercial, affordable housing, and self-storage, with AI-enabled analytics and accounting.

Founded 1984
Santa Barbara, California
Best for
Small BusinessMid-MarketEnterprise
Industries
Real EstateProperty ManagementCommercial Real Estate+2 more
Top Strength

Industry leader with over 20,000 businesses relying on Yardi software

Your New CRM

Why Yardi is a great choice

Yardi

Yardi

"Real Estate Software Energized For Tomorrow, Today"

Yardi provides comprehensive property management and CRM software for real estate portfolios of all types, including residential, commercial, affordable housing, and self-storage, with AI-enabled analytics and accounting.

Ideal for: Real estate companies of any size seeking an enterprise-grade, fully integrated platform for property operations, accounting, leasing, and maintenance management.

Industry leader with over 20,000 businesses relying on Yardi software

Comprehensive Voyager and Breeze platforms for different portfolio sizes

Industries
Real EstateProperty ManagementCommercial Real Estate+2
Best For
Small BusinessMid-MarketEnterprise

AI-enabled analytics and decision-making tools

RentCafe CRM IQ for full leasing and resident lifecycle management

Learn more at

yardi.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Agent CRM to Yardi

Agent CRM
Yardi
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 Yardi Migration FAQ

Common questions about migrating from Agent CRM to Yardi.

Related Migration Paths

Explore other popular CRM migrations similar to Agent CRM to Yardi

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Prefer email? talk@ambrstack.com