SmartOffice
DealerSocket
Transfer contacts, companies, deals, and more from SmartOffice to DealerSocket. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to DealerSocket 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
Smartest automotive platform for dealers
DealerSocket is a comprehensive automotive platform providing integrated sales, marketing, service, and customer experience solutions for dealerships. It consolidates customer intelligence, lead management, desking, data mining, and credit processing into a unified system with mobile capabilities and real-time analytics.
Integrated SocketTalk texting and internal messaging system
"Smartest automotive platform for dealers"
DealerSocket is a comprehensive automotive platform providing integrated sales, marketing, service, and customer experience solutions for dealerships. It consolidates customer intelligence, lead management, desking, data mining, and credit processing into a unified system with mobile capabilities and real-time analytics.
Ideal for: Dealerships of all sizes from independent used car dealers to large franchise groups seeking an integrated platform for sales, service, and customer management.
Integrated SocketTalk texting and internal messaging system
Streamlined SocketCredit workflow for credit processing and compliance
Revenue Radar data mining tool identifying sales opportunities
Service Scheduler unifying service and sales departments
Learn more at
dealersocket.com
See exactly which data objects transfer from SmartOffice to DealerSocket
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to DealerSocket.
Explore other popular CRM migrations similar to SmartOffice to DealerSocket
Need to go the other way? We support bidirectional migrations.
DealerSocket → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
