SmartOffice
Humanly
Transfer contacts, companies, activities, and more from SmartOffice to Humanly. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Humanly 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 recruiting platform that elevates hiring
Humanly is an AI-powered recruiting platform that helps teams source, engage, screen, schedule, and interview candidates at scale. It combines conversational AI, automated candidate engagement, and a built-in CRM for high-volume hiring.
AI-powered conversational candidate engagement across multiple channels
"AI recruiting platform that elevates hiring"
Humanly is an AI-powered recruiting platform that helps teams source, engage, screen, schedule, and interview candidates at scale. It combines conversational AI, automated candidate engagement, and a built-in CRM for high-volume hiring.
Ideal for: Mid-sized and enterprise organizations with high-volume hiring needs seeking AI-driven candidate engagement and automated screening.
AI-powered conversational candidate engagement across multiple channels
Automated screening and structured video interviews
Built-in ATS and CRM for candidate pipeline management
Access to 600M+ candidate profiles for sourcing
Learn more at
humanly.io
See exactly which data objects transfer from SmartOffice to Humanly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Humanly.
Explore other popular CRM migrations similar to SmartOffice to Humanly
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
