Source
Better Agency

Better Agency

Destination
Simpro

Simpro

CRM MigrationStarting at $500

Migrate from Better Agency to Simpro

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Better Agency to Simpro. 12 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 Better Agency to Simpro 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

Better Agency vs Simpro

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

Migrating from
Better Agency

Better Agency

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.

Founded 2019
Gilbert, Arizona, United States
Best for
Small BusinessMid-Market
Industries
InsuranceFinancial ServicesInsurance Brokerage
Top Strength

Insurance-specific automation campaigns

Migrating to
Simpro

Simpro

Total Business Software For The Trades

Simpro is an Australian SaaS company providing cloud-based job and project management software for field service and trade contracting industries, connecting field operations with office workflows.

Founded 2002
Brisbane, Australia
Best for
Small BusinessMid-MarketEnterprise
Industries
Field ServiceElectricalPlumbing+4 more
Top Strength

Purpose-built by trade contractors for the trades industry

Your New CRM

Why Simpro is a great choice

Simpro

Simpro

"Total Business Software For The Trades"

Simpro is an Australian SaaS company providing cloud-based job and project management software for field service and trade contracting industries, connecting field operations with office workflows.

Ideal for: Trade and field service contractors seeking an AI-enabled system for scheduling, dispatch, quoting, inventory management, invoicing, and job costing from small teams to multi-region enterprises.

Purpose-built by trade contractors for the trades industry

AI-enabled scheduling, dispatch, and compliance tools

Industries
Field ServiceElectricalPlumbing+4
Best For
Small BusinessMid-MarketEnterprise

Comprehensive inventory management and warehouse control

Simtrac for team location tracking and job assignment

Learn more at

simprogroup.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Better Agency to Simpro

Better Agency
Simpro
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
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Not Available

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

FAQ

Better Agency to Simpro Migration FAQ

Common questions about migrating from Better Agency to Simpro.

Related Migration Paths

Explore other popular CRM migrations similar to Better Agency to Simpro

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Prefer email? talk@ambrstack.com