dotloop
SmartOffice
Transfer contacts, companies, deals, and more from dotloop to SmartOffice. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your dotloop to SmartOffice migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Where deals get done
dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.
Comprehensive transaction automation
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.
Over 30 years of serving the financial advisory industry
"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
Contact and calendar management with Outlook/Lotus Notes integration
Comprehensive reporting and investment tracking
Learn more at
ebix.com
See exactly which data objects transfer from dotloop to SmartOffice
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from dotloop to SmartOffice.
Explore other popular CRM migrations similar to dotloop to SmartOffice
Need to go the other way? We support bidirectional migrations.
SmartOffice → dotloopJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
