SmartOffice
Plutio
Transfer contacts, companies, deals, and more from SmartOffice to Plutio. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Plutio 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
One app to run your business
Plutio is an all-in-one business management platform designed for freelancers, agencies, and small businesses. It combines project management, time tracking, invoicing, proposals, contracts, forms, and client portals in a single customizable app.
All-in-one platform eliminates multiple subscriptions
"One app to run your business"
Plutio is an all-in-one business management platform designed for freelancers, agencies, and small businesses. It combines project management, time tracking, invoicing, proposals, contracts, forms, and client portals in a single customizable app.
Ideal for: Freelancers and small agencies seeking a unified platform for project management, client communication, invoicing, and contracts with white-label capabilities.
All-in-one platform eliminates multiple subscriptions
White-label client portal
Integrated proposals, contracts, and invoicing
Zapier and Integromat integrations
Learn more at
plutio.com
See exactly which data objects transfer from SmartOffice to Plutio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Plutio.
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Prefer email? talk@ambrstack.com
