Better Agency
X2CRM
Transfer contacts, companies, deals, and more from Better Agency to X2CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Better Agency to X2CRM 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
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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
Open Source CRM and Workflow Automation
X2CRM is an open-source CRM platform offering sales, marketing, and customer service capabilities with a compact, blog-style interface and powerful workflow automation through X2Flow.
Founded by former SugarCRM CEO with deep CRM expertise
"Open Source CRM and Workflow Automation"
X2CRM is an open-source CRM platform offering sales, marketing, and customer service capabilities with a compact, blog-style interface and powerful workflow automation through X2Flow.
Ideal for: Businesses seeking a customizable open-source CRM with on-premise or cloud deployment, powerful workflow automation, and no licensing fees.
Founded by former SugarCRM CEO with deep CRM expertise
X2Flow visual workflow automation with API and Zapier integration
Available on GitHub, SourceForge, and Bitnami for easy deployment
Web lead capture with X2Identity browser fingerprinting technology
Learn more at
x2crm.com
See exactly which data objects transfer from Better Agency to X2CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Better Agency to X2CRM.
Explore other popular CRM migrations similar to Better Agency to X2CRM
Need to go the other way? We support bidirectional migrations.
X2CRM → Better AgencyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
