Source
Salesforce

Salesforce

Destination
NextAgency

NextAgency

CRM MigrationStarting at $500

Migrate from Salesforce to NextAgency

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Salesforce to NextAgency. 12 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 Salesforce to NextAgency 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

Salesforce vs NextAgency

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

Migrating from
Salesforce

Salesforce

The #1 AI CRM

Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.

Founded 1999
San Francisco, CA
Best for
Mid-MarketEnterprise
Industries
TechnologyFinancial ServicesHealthcare+2 more
Top Strength

Highly customizable with AppExchange ecosystem

Migrating to
NextAgency

NextAgency

Agency management for life and health insurance

NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.

Founded 2018
United States
Best for
Small Business
Industries
life insurancehealth insurancesenior insurance+2 more
Top Strength

#1 rated agency management software for life and health agencies on G2

Your New CRM

Why NextAgency is a great choice

NextAgency

NextAgency

"Agency management for life and health insurance"

NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.

Ideal for: Life, health, and benefits insurance agencies seeking comprehensive management with integrated commission tracking.

#1 rated agency management software for life and health agencies on G2

Integrated commission tracking with multi-tier splits

Industries
life insurancehealth insurancesenior insurance+2
Best For
Small Business

Email sync with IMAP, Outlook, and Gmail add-ons

Built-in marketing and drip campaign tools

Learn more at

nextagency.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Salesforce to NextAgency

Salesforce
NextAgency
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
Not Available
Products
Supported
Quotes
Not Available
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Salesforce to NextAgency Migration FAQ

Common questions about migrating from Salesforce to NextAgency.

Related Migration Paths

Explore other popular CRM migrations similar to Salesforce to NextAgency

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Prefer email? talk@ambrstack.com