
SmartOffice

Propertyware
Transfer contacts, companies, activities, and more from SmartOffice to Propertyware. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Propertyware 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

Built by single-family experts
Propertyware is a property management software platform designed specifically for single-family rental properties. It offers a full suite of CRM, accounting, tenant screening, maintenance management, and marketing solutions with owner and tenant portals for streamlined communication.
Purpose-built for single-family property management

"Built by single-family experts"
Propertyware is a property management software platform designed specifically for single-family rental properties. It offers a full suite of CRM, accounting, tenant screening, maintenance management, and marketing solutions with owner and tenant portals for streamlined communication.
Ideal for: Single-family property management companies seeking a scalable platform with robust CRM, accounting, and open API capabilities.
Purpose-built for single-family property management
Open API with two-way data connection
Customizable fields, dashboards, and reports
Owner and tenant portals for self-service
Learn more at
propertyware.com
See exactly which data objects transfer from SmartOffice to Propertyware


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Propertyware.
Explore other popular CRM migrations similar to SmartOffice to Propertyware
Need to go the other way? We support bidirectional migrations.
Propertyware → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com