SmartOffice
Leadsurance
Transfer contacts, deals, activities, and more from SmartOffice to Leadsurance. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Leadsurance 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
Free simple CRM for insurance agents
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Completely free Google Sheets-based CRM
"Free simple CRM for insurance agents"
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Ideal for: Independent insurance agents seeking a simple, free CRM solution with spreadsheet-style tracking and basic marketing resources.
Completely free Google Sheets-based CRM
132 insurance marketing ideas included
Simple interface for non-technical users
Chatbot solutions for lead generation
Learn more at
leadsurance.com
See exactly which data objects transfer from SmartOffice to Leadsurance
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Leadsurance.
Explore other popular CRM migrations similar to SmartOffice to Leadsurance
Need to go the other way? We support bidirectional migrations.
Leadsurance → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
