Source
Finalsite

Finalsite

Destination
Agile CRM

Agile CRM

CRM MigrationStarting at $500

Migrate from Finalsite to Agile CRM

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Finalsite to Agile CRM. 9 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 Finalsite to Agile CRM 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

Finalsite vs Agile CRM

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

Migrating from
Finalsite

Finalsite

School Website & Enrollment Platform

Finalsite is a comprehensive website, communications, and enrollment management platform designed specifically for K-12 schools and school districts. It includes CMS tools, enrollment management system, mass notification capabilities, and parent communication features.

Founded 1999
Glastonbury, Connecticut
Best for
Mid-MarketEnterprise
Industries
EducationK-12 SchoolsSchool Districts+2 more
Top Strength

Purpose-built for K-12 schools with 15+ modules

Migrating to
Agile CRM

Agile CRM

All-in-one CRM built with love for SMBs

Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.

Founded 2013
Dallas, Texas
Best for
Small BusinessMid-Market
Industries
TechnologyInformation TechnologyMarketing+2 more
Top Strength

Comprehensive marketing automation with drag-and-drop campaign builder

Your New CRM

Why Agile CRM is a great choice

Agile CRM

Agile CRM

"All-in-one CRM built with love for SMBs"

Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.

Ideal for: Small to medium-sized businesses seeking an affordable, feature-rich CRM with integrated sales, marketing automation, and customer service capabilities.

Comprehensive marketing automation with drag-and-drop campaign builder

Built-in telephony and social media integration

Industries
TechnologyInformation TechnologyMarketing+2
Best For
Small BusinessMid-Market

Free plan for up to 10 users

Multi-step campaign automation and triggering

Learn more at

agilecrm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Finalsite to Agile CRM

Finalsite
Agile CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Mapping Required
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

Finalsite to Agile CRM Migration FAQ

Common questions about migrating from Finalsite to Agile CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Finalsite to Agile CRM

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com