
NextAgency

AscendixRE CRM
Transfer contacts, companies, deals, and more from NextAgency to AscendixRE CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to AscendixRE 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

Agency management for life and health insurance
NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.
#1 rated agency management software for life and health agencies on G2

Salesforce-powered commercial real estate CRM
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Salesforce and Dynamics 365 compatibility

"Salesforce-powered commercial real estate CRM"
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Ideal for: Commercial real estate brokers and companies using Salesforce seeking specialized CRE functionality with deal tracking and property management.
Salesforce and Dynamics 365 compatibility
Pre-built CRE objects and workflows
Advanced deal flow with drag-and-drop pipeline
Property mapping and stacking plans
Learn more at
ascendix.com
See exactly which data objects transfer from NextAgency to AscendixRE CRM


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