SmartOffice
CASEpeer
Transfer contacts, companies, deals, and more from SmartOffice to CASEpeer. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to CASEpeer 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
Personal injury law case management
Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.
Specialized for personal injury law workflows
"Personal injury law case management"
Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.
Ideal for: Personal injury law firms seeking specialized case management with settlement tracking and high-volume intake capabilities.
Specialized for personal injury law workflows
Settlement calculator and demand tracker
Intake management and campaign tracking
Litigation event planning with calendar sync
Learn more at
casepeer.com
See exactly which data objects transfer from SmartOffice to CASEpeer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to CASEpeer.
Explore other popular CRM migrations similar to SmartOffice to CASEpeer
Need to go the other way? We support bidirectional migrations.
CASEpeer → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
