Source
Fortellis

Fortellis

Destination
Agent CRM

Agent CRM

CRM MigrationStarting at $500

Migrate from Fortellis to Agent CRM

Effortlessly & Accurately

Transfer your CRM data, and more from Fortellis to Agent CRM. 1 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 Fortellis to Agent 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

Fortellis vs Agent CRM

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

Migrating from
Fortellis

Fortellis

Automotive commerce exchange platform

Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.

Founded 2018
Chicago, Illinois, United States
Best for
Mid-MarketEnterprise
Industries
AutomotiveAutomotive RetailDealerships+2 more
Top Strength

Open, agnostic API platform for automotive industry

Migrating to
Agent CRM

Agent CRM

AI-powered CRM for insurance agents

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance Agencies
Top Strength

AI-powered lead response and engagement

Your New CRM

Why Agent CRM is a great choice

Agent CRM

Agent CRM

"AI-powered CRM for insurance agents"

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

Ideal for: Insurance agents seeking modern AI-powered automation for lead management and customer engagement

AI-powered lead response and engagement

Pre-built automation campaigns ready to launch

Industries
InsuranceInsurance Agencies
Best For
Small BusinessMid-Market

Integrated power dialer for productivity

Fully customizable workflows and sequences

Learn more at

agent-crm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Fortellis to Agent CRM

Fortellis
Agent CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Mapping Required
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
Activities
Mapping Required

Communication

Emails
Mapping Required
Notes
Mapping Required
Tasks
Mapping Required

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Fortellis to Agent CRM Migration FAQ

Common questions about migrating from Fortellis to Agent CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Fortellis to Agent CRM

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Prefer email? talk@ambrstack.com