SmartOffice
Espresso Agent
Transfer contacts, and more from SmartOffice to Espresso Agent. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Espresso Agent 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
Real estate CRM with lead generation
Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.
Integrated dialer with AI noise suppression and call transcription
"Real estate CRM with lead generation"
Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.
Ideal for: Real estate agents seeking an all-in-one platform with lead generation, dialer, and CRM in a single system.
Integrated dialer with AI noise suppression and call transcription
Quality FSBO, FRBO, and expired listing leads
Email drip campaigns and video marketing capabilities
Advanced contact search and database organization
Learn more at
espressoagent.com
See exactly which data objects transfer from SmartOffice to Espresso Agent
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Espresso Agent.
Explore other popular CRM migrations similar to SmartOffice to Espresso Agent
Need to go the other way? We support bidirectional migrations.
Espresso Agent → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
