Source
AgencyZoom

AgencyZoom

Destination
LionDesk

LionDesk

CRM MigrationStarting at $500

Migrate from AgencyZoom to LionDesk

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from AgencyZoom to LionDesk. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your AgencyZoom to LionDesk migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

AgencyZoom vs LionDesk

A quick look at both platforms to help you understand your migration path

Migrating from
AgencyZoom

AgencyZoom

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.

Founded 2014
Denver, Colorado, USA
Best for
Small BusinessMid-Market
Industries
Property & Casualty InsuranceCommercial Insurance
Top Strength

Purpose-built for insurance agents with industry-specific workflows

Migrating to
LionDesk

LionDesk

Real estate CRM for lead and transaction management

LionDesk is a CRM platform primarily used in the real estate industry that helps companies manage relationships with leads and customers. Now part of Lone Wolf Technologies, it offers tools for contact management, task scheduling, drip marketing campaigns, email tracking, lead distribution, and more with native mobile apps for Android and iOS.

Founded 2014
Carlsbad, California, United States
Best for
Small Business
Industries
Real EstateMortgageInsurance+1 more
Top Strength

Native Power Dialer for rapid call lists

Your New CRM

Why LionDesk is a great choice

LionDesk

LionDesk

"Real estate CRM for lead and transaction management"

LionDesk is a CRM platform primarily used in the real estate industry that helps companies manage relationships with leads and customers. Now part of Lone Wolf Technologies, it offers tools for contact management, task scheduling, drip marketing campaigns, email tracking, lead distribution, and more with native mobile apps for Android and iOS.

Ideal for: Real estate agents, brokers, and small teams seeking an affordable CRM with built-in communication tools and lead management automation.

Native Power Dialer for rapid call lists

AI assistant for lead qualification

Industries
Real EstateMortgageInsurance+1
Best For
Small Business

Video emails and texts capabilities

Bulk texting and email features

Learn more at

liondesk.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from AgencyZoom to LionDesk

AgencyZoom
LionDesk
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

AgencyZoom to LionDesk Migration FAQ

Common questions about migrating from AgencyZoom to LionDesk.

Related Migration Paths

Explore other popular CRM migrations similar to AgencyZoom to LionDesk

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Prefer email? talk@ambrstack.com