SmartOffice
Membrain
Transfer contacts, companies, deals, and more from SmartOffice to Membrain. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Membrain 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
The enablement CRM for B2B sales
Membrain is a B2B sales enablement platform that delivers structure, guidance, and insights for complex sales processes. It combines CRM functionality with sales coaching, pipeline management, and embedded enablement content to help sales teams execute better.
Three-time Top Sales CRM award winner
"The enablement CRM for B2B sales"
Membrain is a B2B sales enablement platform that delivers structure, guidance, and insights for complex sales processes. It combines CRM functionality with sales coaching, pipeline management, and embedded enablement content to help sales teams execute better.
Ideal for: B2B sales organizations with long sales cycles seeking guided selling processes and embedded coaching capabilities.
Three-time Top Sales CRM award winner
Buyer-aligned sales process design with drag-and-drop
Embedded enablement content within workflows
Visual pipeline with real-time KPI tracking
Learn more at
membrain.com
See exactly which data objects transfer from SmartOffice to Membrain
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Membrain.
Explore other popular CRM migrations similar to SmartOffice to Membrain
Need to go the other way? We support bidirectional migrations.
Membrain → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
