Source
EZLynx

EZLynx

Destination
Pipeline CRM

Pipeline CRM

CRM MigrationStarting at $500

Migrate from EZLynx to Pipeline CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from EZLynx to Pipeline CRM. 10 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 EZLynx to Pipeline CRM 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

EZLynx vs Pipeline CRM

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

Migrating from
EZLynx

EZLynx

All-in-One Agency Management System

EZLynx is a cloud-based agency management system and insurance CRM that enables agencies to streamline workflows, automate comparative rating across multiple carriers, and manage customer lifecycle from lead to policy. It includes real-time quoting, sales pipeline management, and policy synchronization.

Founded 2004
Lewisville, Texas
Best for
Small BusinessMid-MarketEnterprise
Industries
InsuranceAgency ManagementFinancial Services+2 more
Top Strength

Real-time comparative rating with 330+ carriers

Migrating to
Pipeline CRM

Pipeline CRM

Simple, powerful sales CRM

Pipeline CRM is a cloud-based sales CRM platform designed for small and midsize businesses, offering intuitive pipeline management, lead tracking, sales automation, and built-in eSign for contract management.

Founded 2006
Seattle, Washington
Best for
Small BusinessMid-Market
Industries
Professional ServicesTechnologyConsulting+2 more
Top Strength

Intuitive and customizable user interface

Your New CRM

Why Pipeline CRM is a great choice

Pipeline CRM

Pipeline CRM

"Simple, powerful sales CRM"

Pipeline CRM is a cloud-based sales CRM platform designed for small and midsize businesses, offering intuitive pipeline management, lead tracking, sales automation, and built-in eSign for contract management.

Ideal for: Small to midsize sales teams seeking an easy-to-use CRM with visual pipeline management, sales automation, and integrated document signing.

Intuitive and customizable user interface

Built-in eSign for contract management

Industries
Professional ServicesTechnologyConsulting+2
Best For
Small BusinessMid-Market

Unlimited data storage for documents

Sales automation and commission tracking

Learn more at

pipelinecrm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from EZLynx to Pipeline CRM

EZLynx
Pipeline CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

EZLynx to Pipeline CRM Migration FAQ

Common questions about migrating from EZLynx to Pipeline CRM.

Related Migration Paths

Explore other popular CRM migrations similar to EZLynx to Pipeline CRM

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