AgencyZoom
Zurmo
Transfer contacts, deals, activities, and more from AgencyZoom to Zurmo. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyZoom to Zurmo 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
Open Source CRM with Gamification
Zurmo is an open-source CRM application that pioneered gamification in customer relationship management, featuring points, badges, leaderboards, and missions to drive user adoption and engagement.
Pioneering gamification with points, badges, and leaderboards
"Open Source CRM with Gamification"
Zurmo is an open-source CRM application that pioneered gamification in customer relationship management, featuring points, badges, leaderboards, and missions to drive user adoption and engagement.
Ideal for: Small businesses and organizations seeking a free, open-source CRM with gamification features to encourage user adoption and a test-driven development approach for customization.
Pioneering gamification with points, badges, and leaderboards
Open-source with test-driven development methodology
REST API for custom integrations
85% unit test code coverage for stability
Learn more at
zurmo.com
See exactly which data objects transfer from AgencyZoom to Zurmo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyZoom to Zurmo.
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