AgencyZoom
Jetpack CRM
Transfer contacts, deals, activities, and more from AgencyZoom to Jetpack CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyZoom to Jetpack 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
The simplest CRM for WordPress
Jetpack CRM is a self-hosted, open-source CRM plugin for WordPress that enables businesses to manage customers, send proposals, create invoices, and track transactions. Acquired by Automattic in 2019, it offers a free core with premium extensions for WooCommerce integration, email marketing, and payment processing.
Open-source and self-hosted for data ownership
"The simplest CRM for WordPress"
Jetpack CRM is a self-hosted, open-source CRM plugin for WordPress that enables businesses to manage customers, send proposals, create invoices, and track transactions. Acquired by Automattic in 2019, it offers a free core with premium extensions for WooCommerce integration, email marketing, and payment processing.
Ideal for: WordPress site owners and small businesses seeking a self-hosted, open-source CRM with invoicing, proposals, and WooCommerce integration.
Open-source and self-hosted for data ownership
Deep WooCommerce integration
Built-in invoicing and proposal system
Client portal for quotes and document access
Learn more at
jetpackcrm.com
See exactly which data objects transfer from AgencyZoom to Jetpack CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyZoom to Jetpack CRM.
Explore other popular CRM migrations similar to AgencyZoom to Jetpack CRM
Need to go the other way? We support bidirectional migrations.
Jetpack CRM → AgencyZoomJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
