SmartOffice
NetSuite CRM
Transfer contacts, companies, deals, and more from SmartOffice to NetSuite CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to NetSuite 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 world's first cloud company
NetSuite CRM is a comprehensive cloud-based CRM solution from Oracle, offering sales force automation, marketing automation, customer service, and partner relationship management with native ERP integration for complete visibility.
Native integration with NetSuite ERP eliminating data silos
"The world's first cloud company"
NetSuite CRM is a comprehensive cloud-based CRM solution from Oracle, offering sales force automation, marketing automation, customer service, and partner relationship management with native ERP integration for complete visibility.
Ideal for: Growing businesses seeking a unified CRM and ERP platform with complete visibility from lead generation through fulfillment and financial management.
Native integration with NetSuite ERP eliminating data silos
Complete lead-to-cash visibility across all departments
Built-in partner relationship management
Embedded AI and generative AI capabilities
Learn more at
netsuite.com
See exactly which data objects transfer from SmartOffice to NetSuite CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to NetSuite CRM.
Explore other popular CRM migrations similar to SmartOffice to NetSuite CRM
Need to go the other way? We support bidirectional migrations.
NetSuite CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
