SmartOffice
DrChrono
Transfer contacts, activities, and more from SmartOffice to DrChrono. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to DrChrono 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
Practice medicine, not administration
DrChrono is a cloud-based healthcare platform providing EHR, practice management, and medical billing software for independent medical practices. Founded in 2009 and now part of EverCommerce, it was the first to offer tablet-based EHR and serves over 4,600 independent practices with 13,000 providers processing $3+ billion in annual medical claims.
First EHR apps for iPad and iPhone
"Practice medicine, not administration"
DrChrono is a cloud-based healthcare platform providing EHR, practice management, and medical billing software for independent medical practices. Founded in 2009 and now part of EverCommerce, it was the first to offer tablet-based EHR and serves over 4,600 independent practices with 13,000 providers processing $3+ billion in annual medical claims.
Ideal for: Independent medical practices seeking comprehensive, mobility-enabled EHR and practice management solutions.
First EHR apps for iPad and iPhone
Voted #1 mobile EHR for 8 years
Apple Mobility Partner certification
Integrated practice management and billing
Learn more at
drchrono.com
See exactly which data objects transfer from SmartOffice to DrChrono
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to DrChrono.
Explore other popular CRM migrations similar to SmartOffice to DrChrono
Need to go the other way? We support bidirectional migrations.
DrChrono → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
