SmartOffice
Apptivo
Transfer contacts, companies, deals, and more from SmartOffice to Apptivo. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Apptivo 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
Simplify your business operations
Apptivo is a cloud-based suite of integrated business applications designed for small and medium-sized businesses. It offers CRM, project management, invoicing, supply chain management, and over 65 apps covering the complete customer lifecycle.
Comprehensive suite of 65+ integrated business apps
"Simplify your business operations"
Apptivo is a cloud-based suite of integrated business applications designed for small and medium-sized businesses. It offers CRM, project management, invoicing, supply chain management, and over 65 apps covering the complete customer lifecycle.
Ideal for: Small to medium-sized businesses seeking an affordable all-in-one platform covering CRM, project management, invoicing, and operations without multiple tool integrations.
Comprehensive suite of 65+ integrated business apps
Modular approach to select only needed features
AI-powered predictive lead scoring
Built-in invoicing and payment processing
Learn more at
apptivo.com
See exactly which data objects transfer from SmartOffice to Apptivo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Apptivo.
Explore other popular CRM migrations similar to SmartOffice to Apptivo
Need to go the other way? We support bidirectional migrations.
Apptivo → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
