Source
SmartOffice

SmartOffice

Destination
Lighthouse 360

Lighthouse 360

CRM MigrationStarting at $500

Migrate from SmartOffice to Lighthouse 360

Effortlessly & Accurately

Transfer contacts, activities, and more from SmartOffice to Lighthouse 360. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your SmartOffice to Lighthouse 360 migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

SmartOffice vs Lighthouse 360

A quick look at both platforms to help you understand your migration path

Migrating from
SmartOffice

SmartOffice

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.

Founded 1976
Johns Creek, Georgia
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesInsuranceWealth Management+1 more
Top Strength

Over 30 years of serving the financial advisory industry

Migrating to
Lighthouse 360

Lighthouse 360

Dental practice management and patient communication

Lighthouse 360, a Henry Schein One product, is a comprehensive dental practice management software that automates patient communication through email, two-way texting, phone calls, and postcards. It helps dental practices reduce no-shows, manage appointments, collect online payments, and handle patient reviews from a unified dashboard.

United States
Best for
Small BusinessMid-Market
Industries
DentalHealthcareDental Practices+1 more
Top Strength

Automated multi-channel patient reminders

Your New CRM

Why Lighthouse 360 is a great choice

Lighthouse 360

Lighthouse 360

"Dental practice management and patient communication"

Lighthouse 360, a Henry Schein One product, is a comprehensive dental practice management software that automates patient communication through email, two-way texting, phone calls, and postcards. It helps dental practices reduce no-shows, manage appointments, collect online payments, and handle patient reviews from a unified dashboard.

Ideal for: Dental practices seeking automated patient communication, appointment management, and practice management tools to reduce no-shows and improve patient engagement.

Automated multi-channel patient reminders

Two-way texting and virtual waiting rooms

Industries
DentalHealthcareDental Practices+1
Best For
Small BusinessMid-Market

Online scheduling and payment collection

Patient review management

Learn more at

lh360.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from SmartOffice to Lighthouse 360

SmartOffice
Lighthouse 360
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Not Available
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

SmartOffice to Lighthouse 360 Migration FAQ

Common questions about migrating from SmartOffice to Lighthouse 360.

Related Migration Paths

Explore other popular CRM migrations similar to SmartOffice to Lighthouse 360

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Prefer email? talk@ambrstack.com