SmartOffice
NexHealth
Transfer contacts, activities, and more from SmartOffice to NexHealth. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to NexHealth 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
Automate your front-office
NexHealth is a patient engagement and experience platform for medical and dental practices that integrates in real-time with health record systems, offering online scheduling, digital forms, appointment reminders, payments, and two-way messaging.
Real-time bidirectional EHR synchronization
"Automate your front-office"
NexHealth is a patient engagement and experience platform for medical and dental practices that integrates in real-time with health record systems, offering online scheduling, digital forms, appointment reminders, payments, and two-way messaging.
Ideal for: Dental and medical practices seeking to modernize patient experience with seamless EHR integration.
Real-time bidirectional EHR synchronization
Universal API for healthcare innovation
HIPAA-compliant digital patient intake forms
Automated billing and payment processing
Learn more at
nexhealth.com
See exactly which data objects transfer from SmartOffice to NexHealth
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to NexHealth.
Explore other popular CRM migrations similar to SmartOffice to NexHealth
Need to go the other way? We support bidirectional migrations.
NexHealth → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
