AgencyZoom
GiveSmart
Transfer contacts, activities, and more from AgencyZoom to GiveSmart. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyZoom to GiveSmart 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
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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
Fundraising software for nonprofits
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Comprehensive event and auction management
"Fundraising software for nonprofits"
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Ideal for: Nonprofits and schools seeking a unified platform for event fundraising, auctions, donor management, and automated follow-up.
Comprehensive event and auction management
Mobile bidding and text-to-give capabilities
Direct Salesforce and Raiser's Edge integrations
Peer-to-peer fundraising tools
Learn more at
givesmart.com
See exactly which data objects transfer from AgencyZoom to GiveSmart
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyZoom to GiveSmart.
Explore other popular CRM migrations similar to AgencyZoom to GiveSmart
Need to go the other way? We support bidirectional migrations.
GiveSmart → AgencyZoomJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
