Folk CRM
NowCerts
Transfer contacts, companies, deals, and more from Folk CRM to NowCerts. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Folk CRM to NowCerts 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
Lightweight CRM for relationship-driven sales
Folk is a modern, lightweight CRM designed for startups and teams that prioritize relationship management over complex deal tracking. It combines contact management, pipeline tracking, email integration, and AI-powered features like lead enrichment and automated follow-up suggestions in an intuitive interface.
Lightweight and easy to use interface
Insurance agency management simplified
NowCerts is a cloud-based insurance agency management system providing policy management, certificate issuance, commission tracking, and data synchronization with carriers, featuring a customer self-service portal and numerous integrations.
Comprehensive certificate of insurance automation
"Insurance agency management simplified"
NowCerts is a cloud-based insurance agency management system providing policy management, certificate issuance, commission tracking, and data synchronization with carriers, featuring a customer self-service portal and numerous integrations.
Ideal for: Insurance agencies of all sizes seeking cloud-based management with automated workflows and self-service client features.
Comprehensive certificate of insurance automation
Customer self-service portal for certificates and payments
Extensive integrations including QuickBooks and IVANS
Open API for custom integrations
Learn more at
nowcerts.com
See exactly which data objects transfer from Folk CRM to NowCerts
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Folk CRM to NowCerts.
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Prefer email? talk@ambrstack.com
