Source
Freshworks CRM

Freshworks CRM

Destination
EZLynx

EZLynx

CRM MigrationStarting at $500

Migrate from Freshworks CRM to EZLynx

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Freshworks CRM to EZLynx. 11 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 Freshworks CRM to EZLynx 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

Freshworks CRM vs EZLynx

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

Migrating from
Freshworks CRM

Freshworks CRM

Streamlined sales CRM solution

Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.

Founded 2010
San Mateo, California, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
SoftwareTechnologyRetail+2 more
Top Strength

Affordable pricing with free plan available

Migrating to
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

Your New CRM

Why EZLynx is a great choice

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.

Ideal for: Insurance agencies of all sizes seeking to automate multi-carrier quoting and streamline their agency management operations.

Real-time comparative rating with 330+ carriers

Advanced API solutions for custom integrations

Industries
InsuranceAgency ManagementFinancial Services+2
Best For
Small BusinessMid-MarketEnterprise

Scalable architecture for high-volume quoting

Comprehensive policy management and tracking

Learn more at

ezlynx.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Freshworks CRM to EZLynx

Freshworks CRM
EZLynx
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
Mapping Required
Quotes
Supported
Documents
Mapping Required
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

Freshworks CRM to EZLynx Migration FAQ

Common questions about migrating from Freshworks CRM to EZLynx.

Related Migration Paths

Explore other popular CRM migrations similar to Freshworks CRM to EZLynx

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