SmartOffice
Firepoint
Transfer contacts, companies, deals, and more from SmartOffice to Firepoint. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Firepoint 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 by Agents, for Agents
Firepoint is a comprehensive real estate CRM solution created by real estate professionals for agents and teams. It combines IDX websites, contact management, lead generation, automated follow-up, and transaction management into a single platform.
IDX websites with high conversion rates and SEO optimization
"Real Estate CRM by Agents, for Agents"
Firepoint is a comprehensive real estate CRM solution created by real estate professionals for agents and teams. It combines IDX websites, contact management, lead generation, automated follow-up, and transaction management into a single platform.
Ideal for: Real estate agents and teams seeking an all-in-one solution for leads, contacts, IDX websites, and transaction management.
IDX websites with high conversion rates and SEO optimization
Automated lead distribution and follow-up systems
Built-in voice dialer and SMS messaging
Lead generation with certified ad campaign management
Learn more at
firepoint.net
See exactly which data objects transfer from SmartOffice to Firepoint
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Firepoint.
Explore other popular CRM migrations similar to SmartOffice to Firepoint
Need to go the other way? We support bidirectional migrations.
Firepoint → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
