SmartOffice
Kommo
Transfer contacts, companies, deals, and more from SmartOffice to Kommo. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Kommo 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
Messenger-based sales CRM
Kommo (formerly amoCRM) is a messenger-based sales CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place with chatbot automation and AI capabilities.
Native WhatsApp and Instagram integration
"Messenger-based sales CRM"
Kommo (formerly amoCRM) is a messenger-based sales CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place with chatbot automation and AI capabilities.
Ideal for: Businesses that rely heavily on messenger-based communication and need a CRM that integrates WhatsApp, Instagram, and other messaging platforms with AI-powered automation.
Native WhatsApp and Instagram integration
No-code chatbot builder for 24/7 automation
Unified inbox across all messaging channels
AI-powered conversation assistance
Learn more at
kommo.com
See exactly which data objects transfer from SmartOffice to Kommo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Kommo.
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