Source
Entrata

Entrata

Destination
SmartOffice

SmartOffice

CRM MigrationStarting at $500

Migrate from Entrata to SmartOffice

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Entrata to SmartOffice. 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 Entrata 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

Entrata vs SmartOffice

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

Migrating from
Entrata

Entrata

Comprehensive property management software

Entrata is a cloud-based property management platform serving the multifamily housing industry with comprehensive solutions for leasing, resident management, accounting, and facilities management. It includes AI-powered features and integrates with third-party services for seamless operations.

Founded 2003
Lehi, UT
Best for
Mid-MarketEnterprise
Industries
Property ManagementMultifamily HousingReal Estate+1 more
Top Strength

Single-login platform serving 20,000+ apartment communities nationwide

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 Entrata to SmartOffice

Entrata
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
Not Available
Products
Mapping Required
Quotes
Mapping Required
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

Entrata to SmartOffice Migration FAQ

Common questions about migrating from Entrata to SmartOffice.

Related Migration Paths

Explore other popular CRM migrations similar to Entrata to SmartOffice

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