Source
Dominion Dealer Solutions

Dominion Dealer Solutions

Destination
SmartOffice

SmartOffice

CRM MigrationStarting at $500

Migrate from Dominion Dealer Solutions to SmartOffice

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Dominion Dealer Solutions to SmartOffice. 13 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 Dominion Dealer Solutions to SmartOffice 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

Dominion Dealer Solutions vs SmartOffice

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

Migrating from
Dominion Dealer Solutions

Dominion Dealer Solutions

Dealers' lives made better

Dominion Dealer Solutions is a leading automotive dealership management platform providing cloud-based CRM, dealership management systems (WebDMS), inventory management, and data distribution solutions. Their Dominion Vision CRM is described as the most advanced automotive CRM combining an intuitive interface with customized reporting.

Founded 2006
Norfolk, Virginia, USA
Best for
Mid-MarketEnterprise
Industries
automotive dealershipsvehicle salesdealership management+2 more
Top Strength

Industry-specific automotive CRM (Dominion Vision)

Migrating to
SmartOffice

SmartOffice

CRM for Advisors, Agents and BGAs for over 25 Years

SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.

Founded 1976
Johns Creek, Georgia
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesInsuranceWealth Management+1 more
Top Strength

Over 30 years of serving the financial advisory industry

Your New CRM

Why SmartOffice is a great choice

SmartOffice

SmartOffice

"CRM for Advisors, Agents and BGAs for over 25 Years"

SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.

Ideal for: Financial advisors and insurance agents seeking a comprehensive CRM with calendar management, investment tracking, and integrations with annuity and life insurance platforms.

Over 30 years of serving the financial advisory industry

Integration with Zinnia's AnnuityNet and LifeSpeed platforms

Industries
Financial ServicesInsuranceWealth Management+1
Best For
Small BusinessMid-MarketEnterprise

Contact and calendar management with Outlook/Lotus Notes integration

Comprehensive reporting and investment tracking

Learn more at

ebix.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Dominion Dealer Solutions to SmartOffice

Dominion Dealer Solutions
SmartOffice
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
Supported
Quotes
Supported
Documents
Supported
Campaigns
Supported

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

Dominion Dealer Solutions to SmartOffice Migration FAQ

Common questions about migrating from Dominion Dealer Solutions to SmartOffice.

Related Migration Paths

Explore other popular CRM migrations similar to Dominion Dealer Solutions to SmartOffice

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