SmartOffice
Monday.com CRM
Transfer contacts, companies, deals, and more from SmartOffice to Monday.com CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Monday.com CRM 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 only AI-first CRM your team will love
AI-powered CRM built for speed and simplicity, offering customizable workflows and visual deal tracking.
Highly customizable with no-code workflow builder
"The only AI-first CRM your team will love"
AI-powered CRM built for speed and simplicity, offering customizable workflows and visual deal tracking.
Ideal for: Teams wanting a flexible, visual CRM that integrates with project management workflows
Highly customizable with no-code workflow builder
Beautiful visual interface with multiple views
AI-powered automation and insights
Seamless integration with Monday.com work management
Learn more at
monday.com
See exactly which data objects transfer from SmartOffice to Monday.com CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Monday.com CRM.
Explore other popular CRM migrations similar to SmartOffice to Monday.com CRM
Need to go the other way? We support bidirectional migrations.
Monday.com CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
