SmartOffice
ConvertKit
Transfer contacts, and more from SmartOffice to ConvertKit. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to ConvertKit 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
Tools for creative growth
ConvertKit (now Kit) is an email marketing and creator platform designed for content creators, bloggers, and authors. It provides email campaigns, landing pages, and subscriber management with a focus on creator monetization.
Creator-focused feature set and pricing
"Tools for creative growth"
ConvertKit (now Kit) is an email marketing and creator platform designed for content creators, bloggers, and authors. It provides email campaigns, landing pages, and subscriber management with a focus on creator monetization.
Ideal for: Content creators, authors, and bloggers seeking email marketing tools optimized for growing audiences and monetizing digital products.
Creator-focused feature set and pricing
Excellent email template designs
Landing page builder included
Simple subscriber segmentation
Learn more at
convertkit.com
See exactly which data objects transfer from SmartOffice to ConvertKit
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to ConvertKit.
Explore other popular CRM migrations similar to SmartOffice to ConvertKit
Need to go the other way? We support bidirectional migrations.
ConvertKit → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
