Source
Agile CRM

Agile CRM

Destination
Apto

Apto

CRM MigrationStarting at $500

Migrate from Agile CRM to Apto

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Agile CRM to Apto. 9 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 Agile CRM to Apto 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

Agile CRM vs Apto

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

Migrating from
Agile CRM

Agile CRM

All-in-one CRM built with love for SMBs

Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.

Founded 2013
Dallas, Texas
Best for
Small BusinessMid-Market
Industries
TechnologyInformation TechnologyMarketing+2 more
Top Strength

Comprehensive marketing automation with drag-and-drop campaign builder

Migrating to
Apto

Apto

Commercial real estate deal management

Apto is the leading CRM and deal management software for commercial real estate brokers, built on the Salesforce platform. It enables brokers to manage contacts, properties, listings, deals, and commissions with tools for prospecting, deal tracking, professional property websites, and comprehensive reporting.

Founded 2012
Denver, Colorado, USA
Best for
Small BusinessMid-Market
Industries
commercial real estatereal estate brokerageproperty management+2 more
Top Strength

Built on Salesforce for powerful CRM

Your New CRM

Why Apto is a great choice

Apto

Apto

"Commercial real estate deal management"

Apto is the leading CRM and deal management software for commercial real estate brokers, built on the Salesforce platform. It enables brokers to manage contacts, properties, listings, deals, and commissions with tools for prospecting, deal tracking, professional property websites, and comprehensive reporting.

Ideal for: Commercial real estate brokers seeking a user-friendly deal management platform with built-in property data and intuitive pipeline tracking.

Built on Salesforce for powerful CRM

Integrated property data and listing tools

Industries
commercial real estatereal estate brokerageproperty management+2
Best For
Small BusinessMid-Market

Drag-and-drop deal pipeline management

Professional property websites with auto-population

Learn more at

apto.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Agile CRM to Apto

Agile CRM
Apto
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Not Available
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Agile CRM to Apto Migration FAQ

Common questions about migrating from Agile CRM to Apto.

Related Migration Paths

Explore other popular CRM migrations similar to Agile CRM to Apto

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Apto → Agile CRM

Ready to get started?

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Prefer email? talk@ambrstack.com