SmartOffice
Mailerlite
Transfer contacts, and more from SmartOffice to Mailerlite. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Mailerlite 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
Email marketing your audience will love
MailerLite is an email marketing solution for freelancers and businesses, offering drag-and-drop campaign creation, marketing automation, landing pages, website building, and AI-powered content writing. Known for its simplicity and affordability, it serves over 1 million companies worldwide.
Free Forever plan available
"Email marketing your audience will love"
MailerLite is an email marketing solution for freelancers and businesses, offering drag-and-drop campaign creation, marketing automation, landing pages, website building, and AI-powered content writing. Known for its simplicity and affordability, it serves over 1 million companies worldwide.
Ideal for: Freelancers and small businesses seeking an affordable, user-friendly email marketing platform with automation and landing page capabilities.
Free Forever plan available
Drag-and-drop email and landing page builders
Marketing automation with multi-flow workflows
AI Writing for content generation
Learn more at
mailerlite.com
See exactly which data objects transfer from SmartOffice to Mailerlite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Mailerlite.
Explore other popular CRM migrations similar to SmartOffice to Mailerlite
Need to go the other way? We support bidirectional migrations.
Mailerlite → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
