Source
NextAgency

NextAgency

Destination
Phenom

Phenom

CRM MigrationStarting at $500

Migrate from NextAgency to Phenom

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from NextAgency to Phenom. 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 Phenom 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 Phenom

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
Phenom

Phenom

Hire faster. Grow faster

Phenom is an AI-powered talent experience platform that delivers hyper-personalized experiences for candidates, recruiters, employees, and management. It unifies career sites, candidate pipelines, chatbots, internal mobility, and talent analytics on a single platform.

Founded 2010
Ambler, Pennsylvania
Best for
Mid-MarketEnterprise
Industries
Enterprise HRHealthcareRetail+2 more
Top Strength

AI-driven hyper-personalized candidate experiences

Your New CRM

Why Phenom is a great choice

Phenom

Phenom

"Hire faster. Grow faster"

Phenom is an AI-powered talent experience platform that delivers hyper-personalized experiences for candidates, recruiters, employees, and management. It unifies career sites, candidate pipelines, chatbots, internal mobility, and talent analytics on a single platform.

Ideal for: Large enterprises seeking an AI-powered talent acquisition and management platform with comprehensive candidate experience and internal mobility tools.

AI-driven hyper-personalized candidate experiences

Integrated career site, chatbot, and CRM

Industries
Enterprise HRHealthcareRetail+2
Best For
Mid-MarketEnterprise

Low-code/no-code Flow Studio for integrations

Internal mobility and employee referral tools

Learn more at

phenom.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NextAgency to Phenom

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

Core Objects

Contacts
Supported
Companies
Supported
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 Phenom Migration FAQ

Common questions about migrating from NextAgency to Phenom.

Related Migration Paths

Explore other popular CRM migrations similar to NextAgency to Phenom

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Prefer email? talk@ambrstack.com