SmartOffice
ProMax
Transfer contacts, companies, deals, and more from SmartOffice to ProMax. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to ProMax 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
Credit driven retailing for auto dealers
ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.
Only VAR of all three credit bureaus with integrated CRM and desking
"Credit driven retailing for auto dealers"
ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.
Ideal for: Auto dealerships and dealer groups seeking an integrated platform with deep credit bureau integration, compliance tools, and CRM capabilities.
Only VAR of all three credit bureaus with integrated CRM and desking
Comprehensive compliance integration for FTC requirements
Daily workplan dashboard for task management
Seamless DMS and third-party website integration
Learn more at
promaxunlimited.com
See exactly which data objects transfer from SmartOffice to ProMax
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to ProMax.
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Prefer email? talk@ambrstack.com
