SmartOffice
Phenom
Transfer contacts, companies, activities, and more from SmartOffice to Phenom. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Phenom 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
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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
Hire faster. Grow faster
Phenom is an AI-powered talent experience platform that delivers hyper-personalized experiences for candidates, recruiters, employees, and management. It unifies career sites, candidate pipelines, chatbots, internal mobility, and talent analytics on a single platform.
AI-driven hyper-personalized candidate experiences
"Hire faster. Grow faster"
Phenom is an AI-powered talent experience platform that delivers hyper-personalized experiences for candidates, recruiters, employees, and management. It unifies career sites, candidate pipelines, chatbots, internal mobility, and talent analytics on a single platform.
Ideal for: Large enterprises seeking an AI-powered talent acquisition and management platform with comprehensive candidate experience and internal mobility tools.
AI-driven hyper-personalized candidate experiences
Integrated career site, chatbot, and CRM
Low-code/no-code Flow Studio for integrations
Internal mobility and employee referral tools
Learn more at
phenom.com
See exactly which data objects transfer from SmartOffice to Phenom
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Phenom.
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Prefer email? talk@ambrstack.com
