SmartOffice
Naviga
Transfer contacts, companies, deals, and more from SmartOffice to Naviga. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Naviga 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
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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
Software solutions powering media-rich industries
Naviga provides a Content Engagement Platform for the media and publishing industry, helping companies create, enrich, deliver, and monetize content. It combines CRM, ad sales, subscription management, and content management tools for news media, broadcasting, and magazine publishers.
Complete Content Engagement Platform for publishers
"Software solutions powering media-rich industries"
Naviga provides a Content Engagement Platform for the media and publishing industry, helping companies create, enrich, deliver, and monetize content. It combines CRM, ad sales, subscription management, and content management tools for news media, broadcasting, and magazine publishers.
Ideal for: Publishers and media companies seeking unified content management, ad sales CRM, and digital subscription tools.
Complete Content Engagement Platform for publishers
Naviga Ad CRM with pipeline reports and sales analytics
Multi-channel content authoring and publishing tools
Digital subscription and reader commerce management
Learn more at
navigaglobal.com
See exactly which data objects transfer from SmartOffice to Naviga
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Naviga.
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Prefer email? talk@ambrstack.com
