SmartOffice
Piano
Transfer contacts, companies, activities, and more from SmartOffice to Piano. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Piano 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
Understand and influence customer behavior
Piano is a digital experience platform that empowers organizations to understand customer behavior and drive personalized engagement. It offers subscription management, content monetization, analytics, and customer data integration for publishers and digital businesses.
Advanced subscription and paywall management
"Understand and influence customer behavior"
Piano is a digital experience platform that empowers organizations to understand customer behavior and drive personalized engagement. It offers subscription management, content monetization, analytics, and customer data integration for publishers and digital businesses.
Ideal for: Publishers and digital businesses seeking comprehensive subscription management, content monetization, and audience engagement with robust analytics.
Advanced subscription and paywall management
Real-time behavioral analytics at scale
Multi-channel access management
Support for 150+ countries and payment methods
Learn more at
piano.io
See exactly which data objects transfer from SmartOffice to Piano
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Piano.
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Prefer email? talk@ambrstack.com
