SmartOffice
kvCORE
Transfer contacts, deals, activities, and more from SmartOffice to kvCORE. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to kvCORE 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
All-in-one real estate platform for agents and brokerages
kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.
AI-driven behavioral automation engaging 5-10x more leads
"All-in-one real estate platform for agents and brokerages"
kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.
Ideal for: Real estate agents, teams, and brokerages seeking comprehensive lead generation, IDX websites, and AI-powered follow-up automation.
AI-driven behavioral automation engaging 5-10x more leads
Customizable IDX websites with mobile search app
Free lead generation tools and property alerts
Integration with DocuSign, Dotloop, SkySlope
Learn more at
insiderealestate.com
See exactly which data objects transfer from SmartOffice to kvCORE
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to kvCORE.
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