Source
NextAgency

NextAgency

Destination
GoldMine CRM

GoldMine CRM

CRM MigrationStarting at $500

Migrate from NextAgency to GoldMine CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from NextAgency to GoldMine CRM. 10 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 NextAgency to GoldMine 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

NextAgency vs GoldMine CRM

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

Migrating from
NextAgency

NextAgency

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.

Founded 2018
United States
Best for
Small Business
Industries
life insurancehealth insurancesenior insurance+2 more
Top Strength

#1 rated agency management software for life and health agencies on G2

Migrating to
GoldMine CRM

GoldMine CRM

Affordable CRM you can own

GoldMine is a veteran CRM solution for small businesses offering contact management, sales forecasting, email integration, and marketing campaign tools. Now owned by Ivanti, it provides cloud, mobile, and on-premise deployment options with a one-time purchase licensing model.

Founded 1990
Salt Lake City, Utah, United States
Best for
Small Business
Industries
Small BusinessProfessional ServicesManufacturing+2 more
Top Strength

One of the few CRMs you can own outright

Your New CRM

Why GoldMine CRM is a great choice

GoldMine CRM

GoldMine CRM

"Affordable CRM you can own"

GoldMine is a veteran CRM solution for small businesses offering contact management, sales forecasting, email integration, and marketing campaign tools. Now owned by Ivanti, it provides cloud, mobile, and on-premise deployment options with a one-time purchase licensing model.

Ideal for: Small businesses seeking an affordable CRM with flexible deployment options and the ability to own rather than rent their software.

One of the few CRMs you can own outright

Flexible deployment (cloud, mobile, on-premise)

Industries
Small BusinessProfessional ServicesManufacturing+2
Best For
Small Business

Over 30 years of CRM experience

Comprehensive contact and calendar management

Learn more at

goldmine.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NextAgency to GoldMine CRM

NextAgency
GoldMine CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

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

NextAgency to GoldMine CRM Migration FAQ

Common questions about migrating from NextAgency to GoldMine CRM.

Related Migration Paths

Explore other popular CRM migrations similar to NextAgency to GoldMine CRM

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Prefer email? talk@ambrstack.com