NextAgency
Salesmate
Transfer contacts, companies, deals, and more from NextAgency to Salesmate. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to Salesmate 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
Prefer email? talk@ambrstack.com
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
The most customizable CRM. Now with AI
Salesmate is a flexible, customizable AI-driven CRM platform designed for sales, marketing, and support teams. It offers contact management, workflow automation, deal tracking, and built-in communication tools without expensive integrations.
Highly customizable platform for unique workflows
"The most customizable CRM. Now with AI"
Salesmate is a flexible, customizable AI-driven CRM platform designed for sales, marketing, and support teams. It offers contact management, workflow automation, deal tracking, and built-in communication tools without expensive integrations.
Ideal for: Growing teams seeking a highly customizable CRM with built-in sales tools, workflow automation, and AI assistance, avoiding integration costs through native functionality.
Highly customizable platform for unique workflows
Native calling, texting, and email tools built-in
AI-powered co-pilot for scheduling and drafting
No-code workflow automation engine
Learn more at
salesmate.io
See exactly which data objects transfer from NextAgency to Salesmate
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NextAgency to Salesmate.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
