Better Agency
SmartAdvocate
Transfer contacts, companies, deals, and more from Better Agency to SmartAdvocate. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Better Agency to SmartAdvocate 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
Powerful Legal Case Management Software
SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.
Named 2025 Case Management Solution of the Year by LegalTech Breakthrough
"Powerful Legal Case Management Software"
SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.
Ideal for: Plaintiff's litigation firms seeking a comprehensive, AI-enhanced case management system with robust document management and customizable workflows.
Named 2025 Case Management Solution of the Year by LegalTech Breakthrough
AI tools for summarizing cases, medical records, and depositions
175+ integrations with legal and business tools
WorkPlans and Automated Procedures for task automation
Learn more at
smartadvocate.com
See exactly which data objects transfer from Better Agency to SmartAdvocate
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Better Agency to SmartAdvocate.
Explore other popular CRM migrations similar to Better Agency to SmartAdvocate
Need to go the other way? We support bidirectional migrations.
SmartAdvocate → Better AgencyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
