XLR8
Agile CRM
Transfer contacts, companies, deals, and more from XLR8 to Agile CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to Agile CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
All-in-one CRM built with love for SMBs
Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.
Comprehensive marketing automation with drag-and-drop campaign builder
"All-in-one CRM built with love for SMBs"
Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.
Ideal for: Small to medium-sized businesses seeking an affordable, feature-rich CRM with integrated sales, marketing automation, and customer service capabilities.
Comprehensive marketing automation with drag-and-drop campaign builder
Built-in telephony and social media integration
Free plan for up to 10 users
Multi-step campaign automation and triggering
Learn more at
agilecrm.com
See exactly which data objects transfer from XLR8 to Agile CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to Agile CRM.
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Prefer email? talk@ambrstack.com
