SmartOffice
Kylas CRM
Transfer contacts, companies, deals, and more from SmartOffice to Kylas CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Kylas 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-grade CRM for growing businesses
Kylas is a cloud-based CRM solution designed for SMBs, offering pipeline management, workflow automation, lead tracking, and team collaboration tools. Based in India, it provides unlimited user licensing at a flat monthly cost with communication via email, WhatsApp, and calls.
Flat pricing with unlimited users at INR 12,999/month
"Enterprise-grade CRM for growing businesses"
Kylas is a cloud-based CRM solution designed for SMBs, offering pipeline management, workflow automation, lead tracking, and team collaboration tools. Based in India, it provides unlimited user licensing at a flat monthly cost with communication via email, WhatsApp, and calls.
Ideal for: Growing SMBs seeking an affordable CRM with unlimited users and integrated communication tools for sales team management.
Flat pricing with unlimited users at INR 12,999/month
WhatsApp, email, and call integration
Customizable sales pipelines and workflow automation
Mobile apps for sales teams on the go
Learn more at
kylas.io
See exactly which data objects transfer from SmartOffice to Kylas CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Kylas CRM.
Explore other popular CRM migrations similar to SmartOffice to Kylas CRM
Need to go the other way? We support bidirectional migrations.
Kylas CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
