SmartOffice
Folk CRM
Transfer contacts, companies, deals, and more from SmartOffice to Folk CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Folk CRM 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
Lightweight CRM for relationship-driven sales
Folk is a modern, lightweight CRM designed for startups and teams that prioritize relationship management over complex deal tracking. It combines contact management, pipeline tracking, email integration, and AI-powered features like lead enrichment and automated follow-up suggestions in an intuitive interface.
Lightweight and easy to use interface
"Lightweight CRM for relationship-driven sales"
Folk is a modern, lightweight CRM designed for startups and teams that prioritize relationship management over complex deal tracking. It combines contact management, pipeline tracking, email integration, and AI-powered features like lead enrichment and automated follow-up suggestions in an intuitive interface.
Ideal for: Startups and small teams focused on building and nurturing relationships with simple, intuitive contact and pipeline management.
Lightweight and easy to use interface
AI-powered contact enrichment and follow-up suggestions
Email and WhatsApp integration
Chrome extension for LinkedIn and Gmail
Learn more at
folk.app
See exactly which data objects transfer from SmartOffice to Folk CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Folk CRM.
Explore other popular CRM migrations similar to SmartOffice to Folk CRM
Need to go the other way? We support bidirectional migrations.
Folk CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
