SmartOffice
Bloomerang
Transfer contacts, companies, activities, and more from SmartOffice to Bloomerang. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Bloomerang 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
Donor management and fundraising platform
Bloomerang is a donor management and fundraising software specifically designed for nonprofits. It provides a comprehensive CRM for managing donor relationships, tracking giving history, executing fundraising campaigns, and measuring donor engagement through actionable metrics and analytics.
Specialized for nonprofit donor management
"Donor management and fundraising platform"
Bloomerang is a donor management and fundraising software specifically designed for nonprofits. It provides a comprehensive CRM for managing donor relationships, tracking giving history, executing fundraising campaigns, and measuring donor engagement through actionable metrics and analytics.
Ideal for: Small to mid-sized nonprofits seeking an easy-to-use donor management platform with powerful fundraising and retention capabilities.
Specialized for nonprofit donor management
Engagement scoring and retention insights
Simple, intuitive interface
Integrated fundraising tools and campaigns
Learn more at
bloomerang.com
See exactly which data objects transfer from SmartOffice to Bloomerang
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Bloomerang.
Explore other popular CRM migrations similar to SmartOffice to Bloomerang
Need to go the other way? We support bidirectional migrations.
Bloomerang → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
