SmartOffice
Outreach
Transfer contacts, companies, deals, and more from SmartOffice to Outreach. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Outreach 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
AI-powered revenue workflow platform
Outreach is a leading sales execution platform that combines sales engagement, conversation intelligence, deal management, and AI-powered forecasting in one unified solution. Used by over 6,000 customers including Zoom, Siemens, and DocuSign, it helps B2B revenue teams efficiently create, manage, and close more pipeline.
Comprehensive sales execution platform with $4.4B valuation
"AI-powered revenue workflow platform"
Outreach is a leading sales execution platform that combines sales engagement, conversation intelligence, deal management, and AI-powered forecasting in one unified solution. Used by over 6,000 customers including Zoom, Siemens, and DocuSign, it helps B2B revenue teams efficiently create, manage, and close more pipeline.
Ideal for: Mid-market to enterprise B2B sales organizations seeking a comprehensive AI-powered platform for sales engagement, forecasting, and deal management.
Comprehensive sales execution platform with $4.4B valuation
AI assistant Kaia for live meeting intelligence and note-taking
Multi-channel sequences (email, phone, LinkedIn)
AI-powered sentiment analysis and deal health scoring
Learn more at
outreach.io
See exactly which data objects transfer from SmartOffice to Outreach
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Outreach.
Explore other popular CRM migrations similar to SmartOffice to Outreach
Need to go the other way? We support bidirectional migrations.
Outreach → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
