AgencyZoom
Freshworks CRM
Transfer contacts, deals, activities, and more from AgencyZoom to Freshworks CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyZoom to Freshworks 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
Streamlined sales CRM solution
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Affordable pricing with free plan available
"Streamlined sales CRM solution"
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Ideal for: Small to enterprise-level sales teams seeking an affordable, AI-powered CRM with strong communication tools and automation capabilities.
Affordable pricing with free plan available
AI-powered lead scoring and behavior analytics
Omnichannel communication (calls, emails, WhatsApp, etc.)
Simple, intuitive kanban-style pipeline view
Learn more at
freshworks.com
See exactly which data objects transfer from AgencyZoom to Freshworks CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyZoom to Freshworks CRM.
Explore other popular CRM migrations similar to AgencyZoom to Freshworks CRM
Need to go the other way? We support bidirectional migrations.
Freshworks CRM → AgencyZoomJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
