SmartOffice
OnePageCRM
Transfer contacts, companies, deals, and more from SmartOffice to OnePageCRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to OnePageCRM 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 first action-focused CRM for small business
OnePageCRM is an action-focused CRM built specifically for small businesses and solo founders. It combines a contact database with a dynamic to-do list using the Next Action methodology, ensuring every contact has a follow-up action assigned.
Unique action-focused Next Action methodology
"The first action-focused CRM for small business"
OnePageCRM is an action-focused CRM built specifically for small businesses and solo founders. It combines a contact database with a dynamic to-do list using the Next Action methodology, ensuring every contact has a follow-up action assigned.
Ideal for: Solopreneurs, startups, and small sales teams who need a lightweight, action-oriented CRM focused on follow-ups and closing deals without feature overload.
Unique action-focused Next Action methodology
One-click lead capture from any web page
360-degree contact view on single scrollable page
Strong mobile apps for iOS and Android
Learn more at
onepagecrm.com
See exactly which data objects transfer from SmartOffice to OnePageCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to OnePageCRM.
Explore other popular CRM migrations similar to SmartOffice to OnePageCRM
Need to go the other way? We support bidirectional migrations.
OnePageCRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
