Source
NowCerts

NowCerts

Destination
Agile CRM

Agile CRM

CRM MigrationStarting at $500

Migrate from NowCerts to Agile CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from NowCerts to Agile CRM. 11 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 NowCerts to Agile 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

NowCerts vs Agile CRM

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

Migrating from
NowCerts

NowCerts

Insurance agency management simplified

NowCerts is a cloud-based insurance agency management system providing policy management, certificate issuance, commission tracking, and data synchronization with carriers, featuring a customer self-service portal and numerous integrations.

Founded 2009
Flower Mound, Texas, USA
Best for
Small BusinessMid-Market
Industries
insuranceinsurance agency managementcommercial insurance+2 more
Top Strength

Comprehensive certificate of insurance automation

Migrating to
Agile CRM

Agile CRM

All-in-one CRM built with love for SMBs

Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.

Founded 2013
Dallas, Texas
Best for
Small BusinessMid-Market
Industries
TechnologyInformation TechnologyMarketing+2 more
Top Strength

Comprehensive marketing automation with drag-and-drop campaign builder

Your New CRM

Why Agile CRM is a great choice

Agile CRM

Agile CRM

"All-in-one CRM built with love for SMBs"

Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.

Ideal for: Small to medium-sized businesses seeking an affordable, feature-rich CRM with integrated sales, marketing automation, and customer service capabilities.

Comprehensive marketing automation with drag-and-drop campaign builder

Built-in telephony and social media integration

Industries
TechnologyInformation TechnologyMarketing+2
Best For
Small BusinessMid-Market

Free plan for up to 10 users

Multi-step campaign automation and triggering

Learn more at

agilecrm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NowCerts to Agile CRM

NowCerts
Agile 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
Not Available
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Supported
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

NowCerts to Agile CRM Migration FAQ

Common questions about migrating from NowCerts to Agile CRM.

Related Migration Paths

Explore other popular CRM migrations similar to NowCerts to Agile CRM

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Prefer email? talk@ambrstack.com