SmartOffice
Airtable
Transfer contacts, companies, deals, and more from SmartOffice to Airtable. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Airtable 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
Democratize software creation
Airtable is a flexible cloud collaboration platform that combines spreadsheet and database functionality, allowing teams to build custom CRM applications without coding. It offers customizable views, automation capabilities, and extensive integrations.
Highly flexible spreadsheet-database hybrid interface
"Democratize software creation"
Airtable is a flexible cloud collaboration platform that combines spreadsheet and database functionality, allowing teams to build custom CRM applications without coding. It offers customizable views, automation capabilities, and extensive integrations.
Ideal for: Teams seeking a highly customizable, no-code platform to build tailored CRM workflows with flexible views and powerful automation capabilities.
Highly flexible spreadsheet-database hybrid interface
Multiple view options (Grid, Kanban, Calendar, Gallery)
AI-powered Cobuilder for instant app creation
Extensive automation and integration ecosystem
Learn more at
airtable.com
See exactly which data objects transfer from SmartOffice to Airtable
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Airtable.
Explore other popular CRM migrations similar to SmartOffice to Airtable
Need to go the other way? We support bidirectional migrations.
Airtable → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
