SmartOffice
HelloShift
Transfer contacts, activities, and more from SmartOffice to HelloShift. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to HelloShift 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
AI-powered hotel operations platform
HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.
AI-powered 24/7 guest call handling
"AI-powered hotel operations platform"
HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.
Ideal for: Modern hotels seeking to digitize operations with AI-powered guest messaging, automated housekeeping, and unified staff collaboration.
AI-powered 24/7 guest call handling
Automated housekeeping scheduling based on patterns
Contactless check-in and mobile key access
Unified staff messaging across all departments
Learn more at
helloshift.com
See exactly which data objects transfer from SmartOffice to HelloShift
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to HelloShift.
Explore other popular CRM migrations similar to SmartOffice to HelloShift
Need to go the other way? We support bidirectional migrations.
HelloShift → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
