SmartOffice
HawkSoft
Transfer contacts, companies, deals, and more from SmartOffice to HawkSoft. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to HawkSoft 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
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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
Agency management system for independent insurance agents
HawkSoft is a leading insurance agency management system designed for independent agencies to manage their book of business, retention, and sales pipeline. It offers cloud-based data access with desktop performance, built-in accounting workflows, and no long-term contracts.
No long-term contracts or data extraction fees
"Agency management system for independent insurance agents"
HawkSoft is a leading insurance agency management system designed for independent agencies to manage their book of business, retention, and sales pipeline. It offers cloud-based data access with desktop performance, built-in accounting workflows, and no long-term contracts.
Ideal for: Independent insurance agencies seeking a user-friendly management system with no long-term contracts, built-in accounting, and comprehensive policy management.
No long-term contracts or data extraction fees
Built-in insurance accounting with QuickBooks integration
Agency Intelligence reporting suite included at no extra cost
Integrated texting from agency phone number
Learn more at
hawksoft.com
See exactly which data objects transfer from SmartOffice to HawkSoft
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to HawkSoft.
Explore other popular CRM migrations similar to SmartOffice to HawkSoft
Need to go the other way? We support bidirectional migrations.
HawkSoft → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
