AgencyZoom
Agile CRM
Transfer contacts, deals, activities, and more from AgencyZoom to Agile CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyZoom 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
Sales automation for insurance agents
AgencyZoom is a sales automation platform designed for property and casualty insurance agents. It features lead management, automated workflows, custom sales pipelines, real-time analytics, and mobile access to help agents increase sales, boost retention, and analyze agency performance.
Purpose-built for insurance agents with industry-specific workflows
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 AgencyZoom to Agile CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyZoom to Agile CRM.
Explore other popular CRM migrations similar to AgencyZoom to Agile CRM
Need to go the other way? We support bidirectional migrations.
Agile CRM → AgencyZoomJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
