SmartOffice
Recruit CRM
Transfer contacts, companies, deals, and more from SmartOffice to Recruit CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Recruit CRM 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
Highest-Rated ATS + CRM for Recruitment Agencies
Recruit CRM is an AI-powered end-to-end ATS and CRM system designed for recruitment and executive search firms, offering resume parsing, candidate matching, email sequencing, and pipeline management.
AI-powered resume parsing and candidate matching
"Highest-Rated ATS + CRM for Recruitment Agencies"
Recruit CRM is an AI-powered end-to-end ATS and CRM system designed for recruitment and executive search firms, offering resume parsing, candidate matching, email sequencing, and pipeline management.
Ideal for: Recruitment agencies and executive search firms seeking an integrated ATS and CRM with AI-powered candidate sourcing and 24/7 customer support.
AI-powered resume parsing and candidate matching
LinkedIn and social media sourcing integration
24/7 live customer support with under 2-minute response times
Job multiposting across 5000+ job boards
Learn more at
recruitcrm.io
See exactly which data objects transfer from SmartOffice to Recruit CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Recruit CRM.
Explore other popular CRM migrations similar to SmartOffice to Recruit CRM
Need to go the other way? We support bidirectional migrations.
Recruit CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
