SmartOffice
LivePerson
Transfer contacts, companies, activities, and more from SmartOffice to LivePerson. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to LivePerson 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
Enterprise conversational AI platform
LivePerson is a global technology company that develops conversational commerce and AI software. Its Conversational Cloud platform enables consumers to message with brands, combining AI-powered automation, intent recognition, and omnichannel messaging to deliver personalized customer experiences at scale with enterprise-grade security.
Handles over a billion conversations monthly
"Enterprise conversational AI platform"
LivePerson is a global technology company that develops conversational commerce and AI software. Its Conversational Cloud platform enables consumers to message with brands, combining AI-powered automation, intent recognition, and omnichannel messaging to deliver personalized customer experiences at scale with enterprise-grade security.
Ideal for: Enterprise organizations seeking AI-powered conversational experiences across messaging channels with robust CRM integrations and compliance capabilities.
Handles over a billion conversations monthly
Intent Manager for real-time recognition and classification
Conversation Builder for automated flows
GDPR, HIPAA, and PCI DSS compliant
Learn more at
liveperson.com
See exactly which data objects transfer from SmartOffice to LivePerson
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to LivePerson.
Explore other popular CRM migrations similar to SmartOffice to LivePerson
Need to go the other way? We support bidirectional migrations.
LivePerson → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
