AgencyZoom
Concord CRM
Transfer contacts, deals, activities, and more from AgencyZoom to Concord CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyZoom to Concord 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
Self-hosted deal management simplified
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
One-time lifetime license with unlimited users
"Self-hosted deal management simplified"
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
Ideal for: Teams seeking a cost-effective, self-hosted CRM with full control over source code and data privacy.
One-time lifetime license with unlimited users
Full source code access for customization
No per-user subscription fees
Intuitive kanban-style deal management
Learn more at
concordcrm.com
See exactly which data objects transfer from AgencyZoom to Concord CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyZoom to Concord CRM.
Explore other popular CRM migrations similar to AgencyZoom to Concord CRM
Need to go the other way? We support bidirectional migrations.
Concord CRM → AgencyZoomJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
