SmartOffice
Attio
Transfer contacts, companies, deals, and more from SmartOffice to Attio. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Attio 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
The next gen of CRM
Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.
AI-native architecture with intelligent attributes
"The next gen of CRM"
Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.
Ideal for: Modern B2B companies and sales teams seeking an AI-native CRM with flexible data modeling and advanced automation.
AI-native architecture with intelligent attributes
Flexible relational data model
Real-time collaboration like Google Docs
Email and calendar integration
Learn more at
attio.com
See exactly which data objects transfer from SmartOffice to Attio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Attio.
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Prefer email? talk@ambrstack.com
