Source
Avant2

Avant2

Destination
Apto

Apto

CRM MigrationStarting at $500

Migrate from Avant2 to Apto

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Avant2 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 Avant2 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

Avant2 vs Apto

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

Migrating from
Avant2

Avant2

CRM for insurance sales and brokerage

Avant2 is an insurance-focused CRM and multi-pricer platform for brokers, enabling policy quoting across 120+ products from 50+ insurance companies, client relationship management, portfolio management, and policy contracting in under 6 minutes.

Spain
Best for
Small BusinessMid-Market
Industries
InsuranceBrokerageFinancial Services
Top Strength

120+ insurance products and 50+ companies

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 Avant2 to Apto

Avant2
Apto
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Mapping Required
Activities
Supported

Communication

Emails
Not Available
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Avant2 to Apto Migration FAQ

Common questions about migrating from Avant2 to Apto.

Related Migration Paths

Explore other popular CRM migrations similar to Avant2 to Apto

Reverse Migration

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

Apto → Avant2

Ready to get started?

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Prefer email? talk@ambrstack.com