SmartOffice
Dolibarr
Transfer contacts, companies, deals, and more from SmartOffice to Dolibarr. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Dolibarr 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
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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
Open source business management
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Completely open source and free to use
"Open source business management"
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Ideal for: Businesses seeking cost-effective, customizable, and open-source ERP/CRM solutions.
Completely open source and free to use
Highly modular and customizable architecture
Support for 50+ languages
Comprehensive module marketplace
Learn more at
dolibarr.org
See exactly which data objects transfer from SmartOffice to Dolibarr
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Dolibarr.
Explore other popular CRM migrations similar to SmartOffice to Dolibarr
Need to go the other way? We support bidirectional migrations.
Dolibarr → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
