SmartOffice
Amelia
Transfer contacts, activities, and more from SmartOffice to Amelia. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Amelia 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
Conversational AI for business automation
Amelia is a conversational AI platform (now owned by SoundHound AI) that combines deterministic flows with generative AI capabilities to enable businesses to build, deploy, and optimize virtual agents for customer care, employee services, and operational efficiency across multiple industries.
Self-learning conversational AI
"Conversational AI for business automation"
Amelia is a conversational AI platform (now owned by SoundHound AI) that combines deterministic flows with generative AI capabilities to enable businesses to build, deploy, and optimize virtual agents for customer care, employee services, and operational efficiency across multiple industries.
Ideal for: Enterprises seeking to deploy AI-powered virtual agents for customer service automation with both deterministic and generative AI capabilities.
Self-learning conversational AI
Natural language understanding and processing
Flexible API-based integration
Multi-language support and auto-translation
Learn more at
amelia.ai
See exactly which data objects transfer from SmartOffice to Amelia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Amelia.
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