SmartOffice
CareStack
Transfer contacts, companies, activities, and more from SmartOffice to CareStack. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to CareStack 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 dental practice management
Cloud-based dental practice management software designed to help dental practices manage operations, elevate patient relationships, and accelerate business growth. CareStack offers AI-powered features, integrated payment solutions, and industry-leading dental RCM.
AI-powered features for new patient conversion
"Simplify dental practice management"
Cloud-based dental practice management software designed to help dental practices manage operations, elevate patient relationships, and accelerate business growth. CareStack offers AI-powered features, integrated payment solutions, and industry-leading dental RCM.
Ideal for: Dental practices looking to streamline operations with AI-powered tools and integrated patient management.
AI-powered features for new patient conversion
Enterprise imaging system with AI integration
Industry-leading dental revenue cycle management
Integrated payment solution for same-day collections
Learn more at
carestack.com
See exactly which data objects transfer from SmartOffice to CareStack
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to CareStack.
Explore other popular CRM migrations similar to SmartOffice to CareStack
Need to go the other way? We support bidirectional migrations.
CareStack → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
