Source
NowCerts

NowCerts

Destination
Zurmo

Zurmo

CRM MigrationStarting at $500

Migrate from NowCerts to Zurmo

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from NowCerts to Zurmo. 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 NowCerts to Zurmo 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 Zurmo

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
Zurmo

Zurmo

Open Source CRM with Gamification

Zurmo is an open-source CRM application that pioneered gamification in customer relationship management, featuring points, badges, leaderboards, and missions to drive user adoption and engagement.

Founded 2010
Chicago, Illinois
Best for
Small Business
Industries
TechnologyStartupsSmall Business
Top Strength

Pioneering gamification with points, badges, and leaderboards

Your New CRM

Why Zurmo is a great choice

Zurmo

Zurmo

"Open Source CRM with Gamification"

Zurmo is an open-source CRM application that pioneered gamification in customer relationship management, featuring points, badges, leaderboards, and missions to drive user adoption and engagement.

Ideal for: Small businesses and organizations seeking a free, open-source CRM with gamification features to encourage user adoption and a test-driven development approach for customization.

Pioneering gamification with points, badges, and leaderboards

Open-source with test-driven development methodology

Industries
TechnologyStartupsSmall Business
Best For
Small Business

REST API for custom integrations

85% unit test code coverage for stability

Learn more at

zurmo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NowCerts to Zurmo

NowCerts
Zurmo
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
Supported
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 Zurmo Migration FAQ

Common questions about migrating from NowCerts to Zurmo.

Related Migration Paths

Explore other popular CRM migrations similar to NowCerts to Zurmo

Reverse Migration

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

Zurmo → NowCerts

Ready to get started?

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Prefer email? talk@ambrstack.com