SmartOffice
Infor CRM
Transfer contacts, companies, deals, and more from SmartOffice to Infor CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Infor CRM 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
Enterprise CRM with industry-specific solutions
Infor CRM (formerly SalesLogix) is an enterprise-level customer relationship management platform offering industry-specific solutions with sales automation, marketing automation, and customer service features integrated in one platform.
Industry-specific solutions for multiple verticals
"Enterprise CRM with industry-specific solutions"
Infor CRM (formerly SalesLogix) is an enterprise-level customer relationship management platform offering industry-specific solutions with sales automation, marketing automation, and customer service features integrated in one platform.
Ideal for: Mid-market and enterprise organizations seeking a highly customizable CRM with industry-specific solutions and strong ERP integration capabilities.
Industry-specific solutions for multiple verticals
Patented automation and machine learning technologies
Deep integration with Infor ERP ecosystem via ION
Available as cloud, on-premise, or hybrid deployment
Learn more at
infor.com
See exactly which data objects transfer from SmartOffice to Infor CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Infor CRM.
Explore other popular CRM migrations similar to SmartOffice to Infor CRM
Need to go the other way? We support bidirectional migrations.
Infor CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
