
SmartOffice

Dental Intelligence
Transfer contacts, activities, and more from SmartOffice to Dental Intelligence. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Dental Intelligence 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

End-to-end dental practice performance
Dental Intelligence is a comprehensive dental analytics and practice management platform that helps dentists increase production, patient visits, and collections while decreasing overhead. It provides actionable insights, workflow automation, patient engagement tools, and integration with major practice management systems.
Comprehensive dental practice analytics and reporting

"End-to-end dental practice performance"
Dental Intelligence is a comprehensive dental analytics and practice management platform that helps dentists increase production, patient visits, and collections while decreasing overhead. It provides actionable insights, workflow automation, patient engagement tools, and integration with major practice management systems.
Ideal for: Dental practices of all sizes seeking analytics-driven insights and patient engagement automation integrated with their existing practice management system.
Comprehensive dental practice analytics and reporting
Seamless integration with Dentrix, Open Dental, and Eaglesoft
Automated patient communication and engagement platform
Real-time treatment planning and payment presentation
Learn more at
dentalintel.com
See exactly which data objects transfer from SmartOffice to Dental Intelligence


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Dental Intelligence.
Explore other popular CRM migrations similar to SmartOffice to Dental Intelligence

Need to go the other way? We support bidirectional migrations.
Dental Intelligence → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com