SmartOffice
1CRM
Transfer contacts, companies, deals, and more from SmartOffice to 1CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to 1CRM 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
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
The all-in-one CRM for your business
1CRM is an all-in-one CRM software solution for small to medium-sized businesses, offering sales and marketing automation, order management, project management, service cases, and a 24/7 self-service portal with e-commerce capabilities.
Complete order management with quotes, invoices, and payments
"The all-in-one CRM for your business"
1CRM is an all-in-one CRM software solution for small to medium-sized businesses, offering sales and marketing automation, order management, project management, service cases, and a 24/7 self-service portal with e-commerce capabilities.
Ideal for: Small to medium businesses seeking a comprehensive CRM with integrated order management, project tracking, and e-commerce capabilities without enterprise-level complexity.
Complete order management with quotes, invoices, and payments
Built-in project management with timesheets
24/7 self-service customer portal and eStore
Free Startup Edition available
Learn more at
1crm.com
See exactly which data objects transfer from SmartOffice to 1CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to 1CRM.
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Prefer email? talk@ambrstack.com
