SmartOffice
Agent CRM
Transfer contacts, activities, and more from SmartOffice to Agent CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Agent CRM 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
AI-powered CRM for insurance agents
Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.
AI-powered lead response and engagement
"AI-powered CRM for insurance agents"
Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.
Ideal for: Insurance agents seeking modern AI-powered automation for lead management and customer engagement
AI-powered lead response and engagement
Pre-built automation campaigns ready to launch
Integrated power dialer for productivity
Fully customizable workflows and sequences
Learn more at
agent-crm.com
See exactly which data objects transfer from SmartOffice to Agent CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Agent CRM.
Explore other popular CRM migrations similar to SmartOffice to Agent CRM
Need to go the other way? We support bidirectional migrations.
Agent CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
