SmartOffice
Contactually
Transfer contacts, deals, activities, and more from SmartOffice to Contactually. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Contactually 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
Relationships over data management
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Relationship-centric CRM design
"Relationships over data management"
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Ideal for: Real estate agents and brokers seeking relationship-focused CRM tools for maintaining client connections and follow-ups. (Platform closed March 2022)
Relationship-centric CRM design
Intuitive follow-up and activity management
AI-powered contact insights
Strong real estate-specific features
Learn more at
contactually.com
See exactly which data objects transfer from SmartOffice to Contactually
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Contactually.
Explore other popular CRM migrations similar to SmartOffice to Contactually
Need to go the other way? We support bidirectional migrations.
Contactually → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
