SmartOffice
EngageBay
Transfer contacts, companies, deals, and more from SmartOffice to EngageBay. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to EngageBay 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
Affordable all-in-one CRM to drive growth
EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.
Generous free plan with 250 contacts
"Affordable all-in-one CRM to drive growth"
EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.
Ideal for: Startups and small to mid-size B2B and B2C companies seeking a cost-effective HubSpot alternative with integrated marketing, sales, and support tools.
Generous free plan with 250 contacts
Integrated marketing automation and email sequences
Built-in helpdesk and ticketing system
Visual sales pipeline with forecasting
Learn more at
engagebay.com
See exactly which data objects transfer from SmartOffice to EngageBay
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to EngageBay.
Explore other popular CRM migrations similar to SmartOffice to EngageBay
Need to go the other way? We support bidirectional migrations.
EngageBay → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
