
SmartOffice

Kore Software
Transfer contacts, companies, deals, and more from SmartOffice to Kore Software. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Kore Software 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

Global leader in fan engagement and sponsorship management
Kore Software is a business intelligence platform for the sports and entertainment industries, providing CRM, sponsorship management, ticketing, fan engagement, and data analytics solutions. It transforms off-the-shelf CRM software into end-to-end sales, marketing, and operations platforms for sports organizations, venues, and brands.
Global leader trusted by 900+ brands and sports organizations

"Global leader in fan engagement and sponsorship management"
Kore Software is a business intelligence platform for the sports and entertainment industries, providing CRM, sponsorship management, ticketing, fan engagement, and data analytics solutions. It transforms off-the-shelf CRM software into end-to-end sales, marketing, and operations platforms for sports organizations, venues, and brands.
Ideal for: Sports teams, entertainment venues, and brands seeking comprehensive sponsorship management, fan engagement, and data intelligence solutions.
Global leader trusted by 900+ brands and sports organizations
Comprehensive sponsorship and partnership management
Helix fan intelligence platform with 360-degree fan view
Built on Microsoft Dynamics CRM and Salesforce
Learn more at
koresoftware.com
See exactly which data objects transfer from SmartOffice to Kore Software


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Kore Software.
Explore other popular CRM migrations similar to SmartOffice to Kore Software
Need to go the other way? We support bidirectional migrations.
Kore Software → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com