Source
PBS Systems

PBS Systems

Destination
Better Agency

Better Agency

CRM MigrationStarting at $500

Migrate from PBS Systems to Better Agency

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from PBS Systems to Better Agency. 13 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 PBS Systems to Better Agency 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

PBS Systems vs Better Agency

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

Migrating from
PBS Systems

PBS Systems

All-in-one dealership management system

PBS Systems provides a comprehensive dealer management system (DMS) for automotive dealerships, integrating accounting, sales, service, parts, business intelligence, and CRM in one platform. With 35+ years in the industry, their v10 platform serves thousands of dealerships across North America.

Founded 1988
Calgary, Alberta, Canada
Best for
Small BusinessMid-MarketEnterprise
Industries
AutomotiveDealershipsAuto Retail+2 more
Top Strength

35+ years of automotive dealership expertise

Migrating to
Better Agency

Better Agency

CRM for independent insurance agents

Better Agency is an insurance-focused CRM platform designed for independent insurance agents, brokerages, and agencies, featuring contact management, email marketing, lead tracking, automated renewal campaigns, cross-selling capabilities, and pipeline management.

Founded 2019
Gilbert, Arizona, United States
Best for
Small BusinessMid-Market
Industries
InsuranceFinancial ServicesInsurance Brokerage
Top Strength

Insurance-specific automation campaigns

Your New CRM

Why Better Agency is a great choice

Better Agency

Better Agency

"CRM for independent insurance agents"

Better Agency is an insurance-focused CRM platform designed for independent insurance agents, brokerages, and agencies, featuring contact management, email marketing, lead tracking, automated renewal campaigns, cross-selling capabilities, and pipeline management.

Ideal for: Independent insurance agents and brokerages seeking all-in-one CRM with automation and renewal management.

Insurance-specific automation campaigns

Renewal and cross-sell management

Industries
InsuranceFinancial ServicesInsurance Brokerage
Best For
Small BusinessMid-Market

Built-in proposal functionality

Multi-channel communication tools

Learn more at

betteragency.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from PBS Systems to Better Agency

PBS Systems
Better Agency
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
Supported
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Not Available
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

PBS Systems to Better Agency Migration FAQ

Common questions about migrating from PBS Systems to Better Agency.

Related Migration Paths

Explore other popular CRM migrations similar to PBS Systems to Better Agency

Ready to get started?

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

Prefer email? talk@ambrstack.com