Source
Agile CRM

Agile CRM

Destination
Liaison

Liaison

CRM MigrationStarting at $500

Migrate from Agile CRM to Liaison

Effortlessly & Accurately

Transfer contacts, activities, and more from Agile CRM to Liaison. 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 Liaison 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 Liaison

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
Liaison

Liaison

Higher education admissions and enrollment technology

Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.

Founded 1990
Boston, Massachusetts, United States
Best for
Mid-MarketEnterprise
Industries
Higher EducationUniversitiesColleges+2 more
Top Strength

Purpose-built for higher education enrollment

Your New CRM

Why Liaison is a great choice

Liaison

Liaison

"Higher education admissions and enrollment technology"

Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.

Ideal for: Higher education institutions seeking comprehensive enrollment management solutions with CRM, analytics, and marketing automation.

Purpose-built for higher education enrollment

Multiple CRM options (TargetX, Outcomes)

Industries
Higher EducationUniversitiesColleges+2
Best For
Mid-MarketEnterprise

Centralized Application Services (CAS)

AI-powered predictive analytics

Learn more at

liaisonedu.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Agile CRM to Liaison

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
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
Supported
Campaigns
Supported

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 Liaison Migration FAQ

Common questions about migrating from Agile CRM to Liaison.

Related Migration Paths

Explore other popular CRM migrations similar to Agile CRM to Liaison

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Prefer email? talk@ambrstack.com