SmartOffice
Moosend
Transfer contacts, activities, and more from SmartOffice to Moosend. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Moosend 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 and automation made easy
Moosend is an all-in-one email marketing automation platform with a drag-and-drop editor, visual workflow builder, and AI-powered product recommendations. It serves small to medium businesses with affordable pricing starting at $9/month.
Drag-and-drop email editor with templates
"Email marketing and automation made easy"
Moosend is an all-in-one email marketing automation platform with a drag-and-drop editor, visual workflow builder, and AI-powered product recommendations. It serves small to medium businesses with affordable pricing starting at $9/month.
Ideal for: Small to medium businesses and e-commerce brands seeking affordable email marketing automation with easy-to-use visual builders.
Drag-and-drop email editor with templates
Visual workflow automation builder
AI-powered product recommendations
Affordable pricing with unlimited sends
Learn more at
moosend.com
See exactly which data objects transfer from SmartOffice to Moosend
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Moosend.
Explore other popular CRM migrations similar to SmartOffice to Moosend
Need to go the other way? We support bidirectional migrations.
Moosend → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
