SmartOffice
Hopin
Transfer contacts, companies, activities, and more from SmartOffice to Hopin. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Hopin 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
Virtual and hybrid events platform
Hopin (now RingCentral Events) is an all-in-one event management platform for virtual, hybrid, and in-person events. It offers registration, networking, live streaming, expo areas, and audience engagement tools with CRM integrations and comprehensive analytics.
All-in-one platform for virtual, hybrid, and in-person events
"Virtual and hybrid events platform"
Hopin (now RingCentral Events) is an all-in-one event management platform for virtual, hybrid, and in-person events. It offers registration, networking, live streaming, expo areas, and audience engagement tools with CRM integrations and comprehensive analytics.
Ideal for: Organizations hosting virtual, hybrid, or in-person events who need comprehensive event management with networking, streaming, and CRM integration.
All-in-one platform for virtual, hybrid, and in-person events
AI-powered networking and matchmaking
40+ App Store integrations including HubSpot and Mailchimp
Comprehensive event analytics and reporting
Learn more at
hopin.com
See exactly which data objects transfer from SmartOffice to Hopin
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Hopin.
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Prefer email? talk@ambrstack.com
