
NextAgency

Crelate
Transfer contacts, companies, activities, and more from NextAgency to Crelate. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to Crelate 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

Modern recruiting CRM and ATS platform
Crelate is a modern Talent Relationship Management platform that combines an intuitive Applicant Tracking System with a specialized recruiting CRM. Designed for staffing agencies and recruiting firms, it streamlines the entire hiring process and manages client and candidate relationships with customizable workflows.
Purpose-built for recruiting and talent management

"Modern recruiting CRM and ATS platform"
Crelate is a modern Talent Relationship Management platform that combines an intuitive Applicant Tracking System with a specialized recruiting CRM. Designed for staffing agencies and recruiting firms, it streamlines the entire hiring process and manages client and candidate relationships with customizable workflows.
Ideal for: Staffing agencies and recruiting firms seeking integrated ATS and CRM to manage candidate pipelines and client relationships.
Purpose-built for recruiting and talent management
Customizable ATS and recruiting CRM in one platform
AI-powered candidate matching and sourcing
Flexible sales pipeline management
Learn more at
crelate.com
See exactly which data objects transfer from NextAgency to Crelate


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NextAgency to Crelate.
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