SmartOffice
Clientjoy
Transfer contacts, companies, deals, and more from SmartOffice to Clientjoy. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Clientjoy 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
Operating System and CRM for Agencies
Clientjoy is an all-in-one platform for freelancers and agencies that combines CRM, proposal management, invoicing, and project tracking. It replaces multiple tools by providing lead management, client portal, contract management, and payment processing.
All-in-one solution reducing tool sprawl
"Operating System and CRM for Agencies"
Clientjoy is an all-in-one platform for freelancers and agencies that combines CRM, proposal management, invoicing, and project tracking. It replaces multiple tools by providing lead management, client portal, contract management, and payment processing.
Ideal for: Freelancers and service agencies needing integrated proposal, invoicing, and client management in one platform.
All-in-one solution reducing tool sprawl
Native invoice generation with payment links
Proposal and contract management with e-signatures
Client portal for document sharing and collaboration
Learn more at
clientjoy.io
See exactly which data objects transfer from SmartOffice to Clientjoy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Clientjoy.
Explore other popular CRM migrations similar to SmartOffice to Clientjoy
Need to go the other way? We support bidirectional migrations.
Clientjoy → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
