SmartOffice
DonorPerfect
Transfer contacts, companies, deals, and more from SmartOffice to DonorPerfect. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to DonorPerfect 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
Fundraise without compromise
DonorPerfect is a comprehensive nonprofit fundraising and donor management platform serving over 75,000 nonprofit professionals. Founded in 1981, it offers tools for donor management, online donation forms, automated workflows, and customizable reports designed to help nonprofits strengthen supporter relationships and raise more funds.
Trusted by over 75,000 nonprofit professionals
"Fundraise without compromise"
DonorPerfect is a comprehensive nonprofit fundraising and donor management platform serving over 75,000 nonprofit professionals. Founded in 1981, it offers tools for donor management, online donation forms, automated workflows, and customizable reports designed to help nonprofits strengthen supporter relationships and raise more funds.
Ideal for: Nonprofits of various sizes seeking all-in-one fundraising solutions with proven track record and top-rated customer support.
Trusted by over 75,000 nonprofit professionals
#1 rated for overall value in fundraising software
Comprehensive donor lifecycle management
Proven 25% fundraising increase in year one
Learn more at
donorperfect.com
See exactly which data objects transfer from SmartOffice to DonorPerfect
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to DonorPerfect.
Explore other popular CRM migrations similar to SmartOffice to DonorPerfect
Need to go the other way? We support bidirectional migrations.
DonorPerfect → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
