SmartOffice
Act-On
Transfer contacts, companies, activities, and more from SmartOffice to Act-On. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Act-On 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
Prefer email? talk@ambrstack.com
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
Growth marketing for any business
Act-On is a cloud-based marketing automation platform that helps midsized businesses streamline email marketing, lead management, and customer nurturing. It integrates with major CRM systems and provides deep analytics, lead scoring, and automation capabilities for multi-channel marketing campaigns.
Strong CRM integrations with Salesforce, Dynamics, and others
"Growth marketing for any business"
Act-On is a cloud-based marketing automation platform that helps midsized businesses streamline email marketing, lead management, and customer nurturing. It integrates with major CRM systems and provides deep analytics, lead scoring, and automation capabilities for multi-channel marketing campaigns.
Ideal for: Mid-market B2B companies needing integrated marketing automation with CRM connectivity
Strong CRM integrations with Salesforce, Dynamics, and others
Comprehensive marketing automation and lead scoring
REST API with good developer documentation
Multi-channel marketing capabilities
Learn more at
act-on.com
See exactly which data objects transfer from SmartOffice to Act-On
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Act-On.
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Prefer email? talk@ambrstack.com
