Source
ProMax

ProMax

Destination
Agent CRM

Agent CRM

CRM MigrationStarting at $500

Migrate from ProMax to Agent CRM

Effortlessly & Accurately

Transfer contacts, activities, and more from ProMax to Agent CRM. 8 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 ProMax to Agent 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

ProMax vs Agent CRM

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

Migrating from
ProMax

ProMax

Credit driven retailing for auto dealers

ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.

Founded 1994
Bettendorf, Iowa, United States
Best for
Small BusinessMid-Market
Industries
AutomotiveAuto DealershipsBHPH+1 more
Top Strength

Only VAR of all three credit bureaus with integrated CRM and desking

Migrating to
Agent CRM

Agent CRM

AI-powered CRM for insurance agents

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance Agencies
Top Strength

AI-powered lead response and engagement

Your New CRM

Why Agent CRM is a great choice

Agent CRM

Agent CRM

"AI-powered CRM for insurance agents"

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

Ideal for: Insurance agents seeking modern AI-powered automation for lead management and customer engagement

AI-powered lead response and engagement

Pre-built automation campaigns ready to launch

Industries
InsuranceInsurance Agencies
Best For
Small BusinessMid-Market

Integrated power dialer for productivity

Fully customizable workflows and sequences

Learn more at

agent-crm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ProMax to Agent CRM

ProMax
Agent CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
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
Not Available
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

ProMax to Agent CRM Migration FAQ

Common questions about migrating from ProMax to Agent CRM.

Related Migration Paths

Explore other popular CRM migrations similar to ProMax to Agent CRM

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Prefer email? talk@ambrstack.com