SmartOffice
Apollo.io
Transfer contacts, companies, deals, and more from SmartOffice to Apollo.io. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Apollo.io 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
Find and close your next customer with AI
Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.
Massive verified B2B contact database
"Find and close your next customer with AI"
Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.
Ideal for: Sales teams seeking an all-in-one prospecting and engagement platform that combines contact data, email automation, and calling in a single affordable solution.
Massive verified B2B contact database
Built-in email sequences and power dialer
Buying intent data and lead scoring
Chrome extension for LinkedIn prospecting
Learn more at
apollo.io
See exactly which data objects transfer from SmartOffice to Apollo.io
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Apollo.io.
Explore other popular CRM migrations similar to SmartOffice to Apollo.io
Need to go the other way? We support bidirectional migrations.
Apollo.io → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
