Contactually
AMS360
Transfer contacts, activities, and more from Contactually to AMS360. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Contactually to AMS360 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
Relationships over data management
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Relationship-centric CRM design
Agency management built for growth
AMS360 is an agency management system by Vertafore designed for independent insurance agencies and brokerages to manage customer data, policies, claims, billing, and complex commercial lines. It features workflow automation, financial reporting, and bi-directional Salesforce integration.
Bi-directional Salesforce sync
"Agency management built for growth"
AMS360 is an agency management system by Vertafore designed for independent insurance agencies and brokerages to manage customer data, policies, claims, billing, and complex commercial lines. It features workflow automation, financial reporting, and bi-directional Salesforce integration.
Ideal for: Independent insurance agencies of any size seeking robust agency management with strong financial tools, policy tracking, and Salesforce integration.
Bi-directional Salesforce sync
Advanced accounting and commission tracking
Automated workflow and task management
Comprehensive policy and claims management
Learn more at
vertafore.com
See exactly which data objects transfer from Contactually to AMS360
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Contactually to AMS360.
Explore other popular CRM migrations similar to Contactually to AMS360
Need to go the other way? We support bidirectional migrations.
AMS360 → ContactuallyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
