
Fortellis

Agent CRM
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.
Get a custom quote for your Fortellis to Agent CRM 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

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.
Open, agnostic API platform for automotive industry

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.
AI-powered lead response and engagement

"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
Integrated power dialer for productivity
Fully customizable workflows and sequences
Learn more at
agent-crm.com
See exactly which data objects transfer from Fortellis to Agent CRM


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Fortellis to Agent CRM.
Explore other popular CRM migrations similar to Fortellis to Agent CRM
Need to go the other way? We support bidirectional migrations.
Agent CRM → FortellisJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com