MoneyGuide
Agile CRM
Transfer contacts, companies, activities, and more from MoneyGuide to Agile CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Agile 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
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
#1-rated financial planning software
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
#1 rated in 2024 T3 Inside Information Survey
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.
Comprehensive marketing automation with drag-and-drop campaign builder
"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
Free plan for up to 10 users
Multi-step campaign automation and triggering
Learn more at
agilecrm.com
See exactly which data objects transfer from MoneyGuide to Agile CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Agile CRM.
Explore other popular CRM migrations similar to MoneyGuide to Agile CRM
Need to go the other way? We support bidirectional migrations.
Agile CRM → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
