SmartOffice
Agent Legend
Transfer contacts, activities, and more from SmartOffice to Agent Legend. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Agent Legend 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
Lead management for real estate pros
Agent Legend is an online lead management and automation platform designed for real estate agents and mortgage professionals. It provides automated voicemail, SMS, and email campaigns, lead intelligence scoring, and customizable workflows to convert prospects into clients and nurture long-term relationships.
Multi-channel automation (voicemail, SMS, email, letters)
"Lead management for real estate pros"
Agent Legend is an online lead management and automation platform designed for real estate agents and mortgage professionals. It provides automated voicemail, SMS, and email campaigns, lead intelligence scoring, and customizable workflows to convert prospects into clients and nurture long-term relationships.
Ideal for: Real estate agents seeking automated multi-channel lead follow-up with behavioral intelligence
Multi-channel automation (voicemail, SMS, email, letters)
Pre-built campaign templates from top professionals
AI-powered lead intelligence and opportunity finder
Saves average 19.7 hours per month per user
Learn more at
agentlegend.com
See exactly which data objects transfer from SmartOffice to Agent Legend
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Agent Legend.
Explore other popular CRM migrations similar to SmartOffice to Agent Legend
Need to go the other way? We support bidirectional migrations.
Agent Legend → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
