SmartOffice
CDK Global
Transfer contacts, companies, deals, and more from SmartOffice to CDK Global. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to CDK Global 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
Digital transformation for automotive retail
Leading cloud-based SaaS platform providing integrated technology solutions for automotive, truck, recreational, and heavy equipment dealerships. Manages end-to-end dealership operations including sales, F&I, fixed operations, inventory, and accounting.
Industry-leading DMS with 50+ years experience
"Digital transformation for automotive retail"
Leading cloud-based SaaS platform providing integrated technology solutions for automotive, truck, recreational, and heavy equipment dealerships. Manages end-to-end dealership operations including sales, F&I, fixed operations, inventory, and accounting.
Ideal for: Automotive and equipment dealerships of all sizes seeking comprehensive DMS and operational management solutions.
Industry-leading DMS with 50+ years experience
Integrated digital retailing and e-signing
Modern accounting and document management
Fixed operations optimization tools
Learn more at
cdkglobal.com
See exactly which data objects transfer from SmartOffice to CDK Global
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to CDK Global.
Explore other popular CRM migrations similar to SmartOffice to CDK Global
Need to go the other way? We support bidirectional migrations.
CDK Global → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
