
SmartOffice

Mojo Dialer
Transfer contacts, deals, activities, and more from SmartOffice to Mojo Dialer. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Mojo Dialer 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

Boost sales with smart lead solutions
Mojo Dialer is a cloud-based power dialer and lead engagement platform designed for real estate and sales professionals. It offers single to triple-line dialing for up to 300 calls per hour, built-in CRM, and copper-based call quality for crystal-clear conversations.
Triple-line dialer for maximum call throughput

"Boost sales with smart lead solutions"
Mojo Dialer is a cloud-based power dialer and lead engagement platform designed for real estate and sales professionals. It offers single to triple-line dialing for up to 300 calls per hour, built-in CRM, and copper-based call quality for crystal-clear conversations.
Ideal for: Real estate agents and sales professionals who need high-volume outbound calling with integrated lead management and CRM.
Triple-line dialer for maximum call throughput
Non-VoIP copper-based call quality
Mobile apps with Mojo ID caller identification
Integrations with Follow Up Boss, Boomtown, and more
Learn more at
mojosells.com
See exactly which data objects transfer from SmartOffice to Mojo Dialer


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Mojo Dialer.
Explore other popular CRM migrations similar to SmartOffice to Mojo Dialer
Need to go the other way? We support bidirectional migrations.
Mojo Dialer → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com