SmartOffice
BIGContacts
Transfer contacts, deals, activities, and more from SmartOffice to BIGContacts. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to BIGContacts 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
Contact management software to close more sales
BIGContacts is a cloud-based CRM solution that streamlines contact management, sales pipeline tracking, and email marketing automation for small to medium-sized businesses. It provides an intuitive platform for managing customer relationships with features like contact organization, task automation, and customizable workflows.
Easy to use and learn interface
"Contact management software to close more sales"
BIGContacts is a cloud-based CRM solution that streamlines contact management, sales pipeline tracking, and email marketing automation for small to medium-sized businesses. It provides an intuitive platform for managing customer relationships with features like contact organization, task automation, and customizable workflows.
Ideal for: Small businesses seeking an affordable, user-friendly CRM with powerful automation and email marketing capabilities.
Easy to use and learn interface
Affordable pricing with forever-free plan option
Robust automation and pipeline management
Seamless Outlook and Google integration
Learn more at
bigcontacts.com
See exactly which data objects transfer from SmartOffice to BIGContacts
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to BIGContacts.
Explore other popular CRM migrations similar to SmartOffice to BIGContacts
Need to go the other way? We support bidirectional migrations.
BIGContacts → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
