SmartOffice
Ontraport
Transfer contacts, companies, deals, and more from SmartOffice to Ontraport. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Ontraport 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
Turn your business on
Ontraport is an all-in-one business automation platform for entrepreneurs and small businesses, combining CRM, marketing automation, e-commerce, landing pages, and membership site capabilities in a single application.
Comprehensive campaign builder with visual automation
"Turn your business on"
Ontraport is an all-in-one business automation platform for entrepreneurs and small businesses, combining CRM, marketing automation, e-commerce, landing pages, and membership site capabilities in a single application.
Ideal for: Entrepreneurs and small businesses needing an all-in-one platform for CRM, marketing automation, e-commerce, and membership sites without juggling multiple tools.
Comprehensive campaign builder with visual automation
Built-in landing pages and membership site creation
AI-powered contact scoring and audience segmentation
Native payment processing and e-commerce
Learn more at
ontraport.com
See exactly which data objects transfer from SmartOffice to Ontraport
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Ontraport.
Explore other popular CRM migrations similar to SmartOffice to Ontraport
Need to go the other way? We support bidirectional migrations.
Ontraport → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
