Source
Agent CRM

Agent CRM

Destination
Zendesk Sell

Zendesk Sell

CRM MigrationStarting at $500

Migrate from Agent CRM to Zendesk Sell

Effortlessly & Accurately

Transfer contacts, activities, and more from Agent CRM to Zendesk Sell. 7 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 Agent CRM to Zendesk Sell 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

Agent CRM vs Zendesk Sell

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

Migrating from
Agent CRM

Agent CRM

AI-powered CRM for insurance agents

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance Agencies
Top Strength

AI-powered lead response and engagement

Migrating to
Zendesk Sell

Zendesk Sell

Close more deals with less busy work

Zendesk Sell is a sales CRM that provides sales teams with full visibility into their sales pipeline and optimizes every stage of the sales cycle. It combines contact, lead, and opportunity management with built-in communication tools and automation.

Founded 2009
Chicago, Illinois
Best for
Small BusinessMid-MarketEnterprise
Industries
TechnologySaaSProfessional Services+2 more
Top Strength

Excellent Zendesk integration ecosystem

Your New CRM

Why Zendesk Sell is a great choice

Zendesk Sell

Zendesk Sell

"Close more deals with less busy work"

Zendesk Sell is a sales CRM that provides sales teams with full visibility into their sales pipeline and optimizes every stage of the sales cycle. It combines contact, lead, and opportunity management with built-in communication tools and automation.

Ideal for: Sales teams seeking streamlined pipeline management and integrated communication within a centralized CRM platform.

Excellent Zendesk integration ecosystem

Automated email synchronization and activity logging

Industries
TechnologySaaSProfessional Services+2
Best For
Small BusinessMid-MarketEnterprise

Mobile-first approach with offline capabilities

Revenue forecasting and analytics

Learn more at

zendesk.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Agent CRM to Zendesk Sell

Agent CRM
Zendesk Sell
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
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
Mapping Required
Campaigns
Not Available

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

Agent CRM to Zendesk Sell Migration FAQ

Common questions about migrating from Agent CRM to Zendesk Sell.

Related Migration Paths

Explore other popular CRM migrations similar to Agent CRM to Zendesk Sell

Ready to get started?

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Prefer email? talk@ambrstack.com