SmartOffice
PipelineDeals
Transfer contacts, companies, deals, and more from SmartOffice to PipelineDeals. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to PipelineDeals 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
Simple, powerful sales CRM
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
User-friendly interface with minimal learning curve
"Simple, powerful sales CRM"
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
Ideal for: Small to midsize sales teams wanting a straightforward CRM with strong pipeline visibility, sales tracking, and excellent customer support.
User-friendly interface with minimal learning curve
Visual sales pipeline management
Customizable deal stages and fields
Strong customer support and service
Learn more at
pipelinedeals.com
See exactly which data objects transfer from SmartOffice to PipelineDeals
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to PipelineDeals.
Explore other popular CRM migrations similar to SmartOffice to PipelineDeals
Need to go the other way? We support bidirectional migrations.
PipelineDeals → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
