SmartOffice
EnrollmentRx
Transfer contacts, activities, and more from SmartOffice to EnrollmentRx. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to EnrollmentRx 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
Higher education admissions on Salesforce
EnrollmentRx is a specialized Salesforce-based CRM designed for higher education institutions to manage student recruitment, admissions, and enrollment processes. It provides tools for prospect tracking, communication campaigns, and enrollment funnel analysis.
Built exclusively on Salesforce platform for robust customization
"Higher education admissions on Salesforce"
EnrollmentRx is a specialized Salesforce-based CRM designed for higher education institutions to manage student recruitment, admissions, and enrollment processes. It provides tools for prospect tracking, communication campaigns, and enrollment funnel analysis.
Ideal for: Higher education institutions seeking specialized admissions CRM built on Salesforce for recruitment and enrollment management.
Built exclusively on Salesforce platform for robust customization
Dynamic multi-channel communication campaigns with behavioral triggers
Comprehensive lead tracking and enrollment funnel visibility
Event management for campus visits and open houses
Learn more at
enrollmentrx.com
See exactly which data objects transfer from SmartOffice to EnrollmentRx
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to EnrollmentRx.
Explore other popular CRM migrations similar to SmartOffice to EnrollmentRx
Need to go the other way? We support bidirectional migrations.
EnrollmentRx → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
