SmartOffice
iCIMS
Transfer contacts, companies, activities, and more from SmartOffice to iCIMS. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to iCIMS 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
The talent cloud company
iCIMS is a comprehensive enterprise talent acquisition platform that streamlines recruitment, onboarding, and internal mobility through integrated tools including an ATS, CRM, career site builders, and AI-powered recruiting features.
Comprehensive Talent Cloud with ATS, CRM, and onboarding tools
"The talent cloud company"
iCIMS is a comprehensive enterprise talent acquisition platform that streamlines recruitment, onboarding, and internal mobility through integrated tools including an ATS, CRM, career site builders, and AI-powered recruiting features.
Ideal for: Enterprise organizations seeking a full-suite talent acquisition platform with robust ATS, CRM, and onboarding capabilities.
Comprehensive Talent Cloud with ATS, CRM, and onboarding tools
Serves 40% of Fortune 100 companies
Over 800 third-party integrations including LinkedIn and Workday
AI-powered digital assistant for candidate engagement
Learn more at
icims.com
See exactly which data objects transfer from SmartOffice to iCIMS
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to iCIMS.
Explore other popular CRM migrations similar to SmartOffice to iCIMS
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
