Source
Perfectview

Perfectview

Destination
Better Agency

Better Agency

CRM MigrationStarting at $500

Migrate from Perfectview to Better Agency

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Perfectview to Better Agency. 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 Perfectview 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

Perfectview vs Better Agency

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

Migrating from
Perfectview

Perfectview

Dutch CRM for European businesses

PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.

Founded 1984
's-Hertogenbosch, Netherlands
Best for
Small BusinessMid-Market
Industries
Professional ServicesTradeHealthcare+2 more
Top Strength

Largest independent Dutch CRM developer (40+ years)

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 Perfectview to Better Agency

Perfectview
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
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Perfectview to Better Agency Migration FAQ

Common questions about migrating from Perfectview to Better Agency.

Related Migration Paths

Explore other popular CRM migrations similar to Perfectview to Better Agency

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