SmartOffice
Brevo
Transfer contacts, companies, deals, and more from SmartOffice to Brevo. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Brevo 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
All-in-one email and CRM platform
Brevo is a comprehensive marketing automation and CRM platform combining email marketing, SMS, chat, and customer relationship management features. It offers unlimited contacts, automation workflows, AI-powered features, and a built-in CRM accessible on free and paid plans.
Affordable pricing with free plan including CRM
"All-in-one email and CRM platform"
Brevo is a comprehensive marketing automation and CRM platform combining email marketing, SMS, chat, and customer relationship management features. It offers unlimited contacts, automation workflows, AI-powered features, and a built-in CRM accessible on free and paid plans.
Ideal for: Small to mid-sized businesses seeking an affordable all-in-one marketing and CRM solution with AI-powered features.
Affordable pricing with free plan including CRM
AI-powered content generation and optimal send times
Multichannel marketing across email, SMS, and chat
Well-designed deal pipeline and sales tracking
Learn more at
brevo.com
See exactly which data objects transfer from SmartOffice to Brevo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Brevo.
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