SmartOffice
Greenhouse
Transfer contacts, companies, activities, and more from SmartOffice to Greenhouse. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Greenhouse 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
Hiring software designed to help companies grow
Greenhouse is a leading applicant tracking system (ATS) and recruiting platform that combines candidate relationship management, structured interviewing, onboarding, and analytics. It offers AI-powered features, robust workflows, and over 400 integrations to help companies hire better and more efficiently.
Industry-leading structured interviewing and scorecards
"Hiring software designed to help companies grow"
Greenhouse is a leading applicant tracking system (ATS) and recruiting platform that combines candidate relationship management, structured interviewing, onboarding, and analytics. It offers AI-powered features, robust workflows, and over 400 integrations to help companies hire better and more efficiently.
Ideal for: Mid-market to enterprise companies seeking a comprehensive recruiting platform with structured hiring, DE&I tools, and extensive integrations.
Industry-leading structured interviewing and scorecards
Comprehensive DE&I tools to mitigate hiring bias
Over 400 integrations with HR and recruiting tools
AI-powered scheduling and candidate matching
Learn more at
greenhouse.io
See exactly which data objects transfer from SmartOffice to Greenhouse
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Greenhouse.
Explore other popular CRM migrations similar to SmartOffice to Greenhouse
Need to go the other way? We support bidirectional migrations.
Greenhouse → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
