SmartOffice
CiviCRM
Transfer contacts, activities, and more from SmartOffice to CiviCRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to CiviCRM 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
Open Source CRM for Nonprofits
CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.
Open source with no licensing costs
"Open Source CRM for Nonprofits"
CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.
Ideal for: Nonprofit organizations and advocacy groups seeking affordable, customizable CRM solutions with donation and membership tracking.
Open source with no licensing costs
Built specifically for nonprofit needs
Comprehensive donation and contribution tracking
Membership management with renewals
Learn more at
civicrm.org
See exactly which data objects transfer from SmartOffice to CiviCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to CiviCRM.
Explore other popular CRM migrations similar to SmartOffice to CiviCRM
Need to go the other way? We support bidirectional migrations.
CiviCRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
