SmartOffice
eClinicalWorks
Transfer contacts, activities, and more from SmartOffice to eClinicalWorks. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to eClinicalWorks 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
Cloud-Based AI-Powered EHR Platform
eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.
Cloud-based platform used by 850,000+ medical professionals
"Cloud-Based AI-Powered EHR Platform"
eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.
Ideal for: Medical practices and healthcare organizations seeking comprehensive EHR and practice management solutions.
Cloud-based platform used by 850,000+ medical professionals
Integrated telehealth and patient engagement
Advanced AI-powered medical documentation and scribing
Comprehensive revenue cycle management
Learn more at
eclinicalworks.com
See exactly which data objects transfer from SmartOffice to eClinicalWorks
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to eClinicalWorks.
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Need to go the other way? We support bidirectional migrations.
eClinicalWorks → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
