Better Agency
Cloze
Transfer contacts, deals, activities, and more from Better Agency to Cloze. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Better Agency to Cloze migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for independent insurance agents
Better Agency is an insurance-focused CRM platform designed for independent insurance agents, brokerages, and agencies, featuring contact management, email marketing, lead tracking, automated renewal campaigns, cross-selling capabilities, and pipeline management.
Insurance-specific automation campaigns
Relationship Management Without Data Entry
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Automatic capture of emails, calls, and communications
"Relationship Management Without Data Entry"
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Ideal for: Professionals and real estate agents seeking automatic relationship management without manual data entry.
Automatic capture of emails, calls, and communications
Intelligent contact prioritization based on relationship activity
Smart reminders for follow-ups
AI email ghostwriter for personalized outreach
Learn more at
cloze.com
See exactly which data objects transfer from Better Agency to Cloze
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Better Agency to Cloze.
Explore other popular CRM migrations similar to Better Agency to Cloze
Need to go the other way? We support bidirectional migrations.
Cloze → Better AgencyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
