SmartOffice
LeadSimple
Transfer contacts, companies, deals, and more from SmartOffice to LeadSimple. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to LeadSimple 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
Property management CRM and workflow automation
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Purpose-built for property management industry
"Property management CRM and workflow automation"
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Ideal for: Property management companies seeking a specialized CRM with workflow automation and communication tools to manage owners, tenants, and referral partners.
Purpose-built for property management industry
50+ pre-built lead stages and workflows
Over 80 email and text templates
Shared inbox for team collaboration
Learn more at
leadsimple.com
See exactly which data objects transfer from SmartOffice to LeadSimple
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to LeadSimple.
Explore other popular CRM migrations similar to SmartOffice to LeadSimple
Need to go the other way? We support bidirectional migrations.
LeadSimple → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
