Source
NowCerts

NowCerts

Destination
Cloze

Cloze

CRM MigrationStarting at $500

Migrate from NowCerts to Cloze

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from NowCerts to Cloze. 6 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 Cloze 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 Cloze

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
Cloze

Cloze

Relationship Management Without Data Entry

Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.

Founded 2012
Wellesley, Massachusetts, USA
Best for
Small BusinessMid-Market
Industries
Real EstateSalesProfessional Services+2 more
Top Strength

Automatic capture of emails, calls, and communications

Your New CRM

Why Cloze is a great choice

Cloze

Cloze

"Relationship Management Without Data Entry"

Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.

Ideal for: Professionals and real estate agents seeking automatic relationship management without manual data entry.

Automatic capture of emails, calls, and communications

Intelligent contact prioritization based on relationship activity

Industries
Real EstateSalesProfessional Services+2
Best For
Small BusinessMid-Market

Smart reminders for follow-ups

AI email ghostwriter for personalized outreach

Learn more at

cloze.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NowCerts to Cloze

NowCerts
Cloze
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

NowCerts to Cloze Migration FAQ

Common questions about migrating from NowCerts to Cloze.

Related Migration Paths

Explore other popular CRM migrations similar to NowCerts to Cloze

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Cloze → NowCerts

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com