SmartOffice
InterAction+
Transfer contacts, companies, deals, and more from SmartOffice to InterAction+. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to InterAction+ 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 leading client relationship platform for law firms
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Used by 75% of Am Law 100 and largest global firms
"The leading client relationship platform for law firms"
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Ideal for: Law firms and professional services organizations seeking a specialized CRM with automated relationship tracking, client intelligence, and Microsoft 365 integration.
Used by 75% of Am Law 100 and largest global firms
Automated data capture eliminating manual entry
Relationship intelligence with predictive analytics
Deep Microsoft 365 integration including Outlook and Teams
Learn more at
lexisnexis.com
See exactly which data objects transfer from SmartOffice to InterAction+
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to InterAction+.
Explore other popular CRM migrations similar to SmartOffice to InterAction+
Need to go the other way? We support bidirectional migrations.
InterAction+ → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
