Source
Hatchbuck

Hatchbuck

Destination
AgencyZoom

AgencyZoom

CRM MigrationStarting at $500

Migrate from Hatchbuck to AgencyZoom

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Hatchbuck to AgencyZoom. 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 Hatchbuck to AgencyZoom 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

Hatchbuck vs AgencyZoom

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

Migrating from
Hatchbuck

Hatchbuck

Sales and marketing automation for small business

BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.

Founded 2012
Saint Louis, Missouri, United States
Best for
Small Business
Industries
Small BusinessProfessional ServicesMarketing+2 more
Top Strength

Combined CRM and marketing automation in one platform

Migrating to
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

Your New CRM

Why AgencyZoom is a great choice

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.

Ideal for: Insurance agents seeking smart sales automation to manage leads and track performance metrics

Purpose-built for insurance agents with industry-specific workflows

Real-time performance tracking and custom dashboards

Industries
Property & Casualty InsuranceCommercial Insurance
Best For
Small BusinessMid-Market

Automated lead assignment and follow-up reminders

Integration with major AMS platforms

Learn more at

agencyzoom.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Hatchbuck to AgencyZoom

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

Core Objects

Contacts
Supported
Companies
Not Available
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
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

Hatchbuck to AgencyZoom Migration FAQ

Common questions about migrating from Hatchbuck to AgencyZoom.

Related Migration Paths

Explore other popular CRM migrations similar to Hatchbuck to AgencyZoom

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com