SmartOffice
HighLevel
Transfer contacts, companies, deals, and more from SmartOffice to HighLevel. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to HighLevel 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
All-in-one marketing platform for agencies
HighLevel (GoHighLevel) is an all-in-one CRM and marketing automation platform built for agencies, consultants, and SaaS resellers. It combines funnels, websites, email/SMS marketing, automation workflows, and white-label capabilities with flat-rate pricing for unlimited contacts.
#1 marketing automation software worldwide by usage
"All-in-one marketing platform for agencies"
HighLevel (GoHighLevel) is an all-in-one CRM and marketing automation platform built for agencies, consultants, and SaaS resellers. It combines funnels, websites, email/SMS marketing, automation workflows, and white-label capabilities with flat-rate pricing for unlimited contacts.
Ideal for: Marketing agencies and consultants seeking a white-labelable platform to consolidate CRM, marketing automation, funnels, and client management in one system.
#1 marketing automation software worldwide by usage
Unlimited contacts and users with flat-rate pricing
Full white-label SaaS mode for agencies
AI Employee with Voice AI, Funnel AI, and Conversation AI
Learn more at
gohighlevel.com
See exactly which data objects transfer from SmartOffice to HighLevel
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to HighLevel.
Explore other popular CRM migrations similar to SmartOffice to HighLevel
Need to go the other way? We support bidirectional migrations.
HighLevel → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
