SmartOffice
CharityEngine
Transfer contacts, companies, activities, and more from SmartOffice to CharityEngine. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to CharityEngine 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
All-in-one nonprofit CRM platform
Comprehensive nonprofit CRM and fundraising platform designed for nonprofits of all sizes. Combines donor management, fundraising tools, email and SMS marketing, event management, and payment processing in one integrated system.
Native email and SMS marketing with automation
"All-in-one nonprofit CRM platform"
Comprehensive nonprofit CRM and fundraising platform designed for nonprofits of all sizes. Combines donor management, fundraising tools, email and SMS marketing, event management, and payment processing in one integrated system.
Ideal for: Growing nonprofits with $1M-$10M in fundraising revenue seeking all-in-one donor management and fundraising tools.
Native email and SMS marketing with automation
Peer-to-peer fundraising and event management
SustainerIQ recurring donation automation
PCI Level 1 and SOC 2 compliance
Learn more at
charityengine.net
See exactly which data objects transfer from SmartOffice to CharityEngine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to CharityEngine.
Explore other popular CRM migrations similar to SmartOffice to CharityEngine
Need to go the other way? We support bidirectional migrations.
CharityEngine → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
