SmartOffice
Hatchbuck
Transfer contacts, companies, deals, and more from SmartOffice to Hatchbuck. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Hatchbuck 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
Sales and marketing automation for small business
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Combined CRM and marketing automation in one platform
"Sales and marketing automation for small business"
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Ideal for: Small businesses with high-value products and long sales cycles seeking an affordable, easy-to-learn CRM with integrated marketing automation.
Combined CRM and marketing automation in one platform
Lead scoring and behavioral tracking
450+ email templates with drag-and-drop editor
Free forever plan available
Learn more at
hatchbuck.com
See exactly which data objects transfer from SmartOffice to Hatchbuck
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Hatchbuck.
Explore other popular CRM migrations similar to SmartOffice to Hatchbuck
Need to go the other way? We support bidirectional migrations.
Hatchbuck → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
