SmartOffice
Redtail CRM
Transfer contacts, companies, deals, and more from SmartOffice to Redtail CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Redtail 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
Built for Advisors. Trusted by Teams.
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors, RIAs, and wealth managers, offering contact management, workflow automation, and deep financial industry integrations.
Purpose-built for financial advisory industry
"Built for Advisors. Trusted by Teams."
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors, RIAs, and wealth managers, offering contact management, workflow automation, and deep financial industry integrations.
Ideal for: Financial advisors and wealth management teams seeking an industry-specific CRM with deep integrations to financial planning tools and SEC/FINRA compliance features.
Purpose-built for financial advisory industry
100+ deep integrations with financial tools
Smart, customizable workflow automation
SEC and FINRA compliance support
Learn more at
redtailtechnology.com
See exactly which data objects transfer from SmartOffice to Redtail CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Redtail CRM.
Explore other popular CRM migrations similar to SmartOffice to Redtail CRM
Need to go the other way? We support bidirectional migrations.
Redtail CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
