Source
NextAgency

NextAgency

Destination
Legwork

Legwork

CRM MigrationStarting at $500

Migrate from NextAgency to Legwork

Effortlessly & Accurately

Transfer contacts, activities, and more from NextAgency to Legwork. 9 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 Legwork 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 Legwork

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
Legwork

Legwork

Dental practice patient engagement software

Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.

Founded 2007
United States
Best for
Small BusinessMid-Market
Industries
DentalHealthcareDental Practices+1 more
Top Strength

Purpose-built for dental industry

Your New CRM

Why Legwork is a great choice

Legwork

Legwork

"Dental practice patient engagement software"

Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.

Ideal for: Dental practices seeking comprehensive patient communication, appointment management, and marketing automation tools.

Purpose-built for dental industry

Integration with 35+ practice management systems

Industries
DentalHealthcareDental Practices+1
Best For
Small BusinessMid-Market

Two-way texting and automated appointment reminders

Online scheduling and digital forms

Learn more at

legwork.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NextAgency to Legwork

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
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
Supported
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 Legwork Migration FAQ

Common questions about migrating from NextAgency to Legwork.

Related Migration Paths

Explore other popular CRM migrations similar to NextAgency to Legwork

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Prefer email? talk@ambrstack.com