SmartOffice
Mixmax
Transfer contacts, companies, deals, and more from SmartOffice to Mixmax. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Mixmax 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 AI sales execution platform
Mixmax is a sales engagement platform that helps revenue teams accelerate deals through multi-channel sequences, email tracking, and meeting scheduling directly from Gmail and Outlook. It offers AI-powered email writing and engagement analytics.
Multi-channel sequences with email, phone, and LinkedIn
"The AI sales execution platform"
Mixmax is a sales engagement platform that helps revenue teams accelerate deals through multi-channel sequences, email tracking, and meeting scheduling directly from Gmail and Outlook. It offers AI-powered email writing and engagement analytics.
Ideal for: Sales and customer success teams seeking email-centric engagement tools with multi-channel sequences and CRM integration.
Multi-channel sequences with email, phone, and LinkedIn
AI-powered email composition and subject lines
In-email polls, surveys, and one-click scheduling
Native Salesforce and HubSpot integrations
Learn more at
mixmax.com
See exactly which data objects transfer from SmartOffice to Mixmax
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Mixmax.
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Prefer email? talk@ambrstack.com
