SmartOffice
Salesflare
Transfer contacts, companies, deals, and more from SmartOffice to Salesflare. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Salesflare 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
Intelligent CRM for small businesses
Salesflare is an AI-powered CRM designed for small and mid-market B2B companies, featuring automated contact enrichment, email tracking, deal management, and intelligent activity logging with minimal manual data entry.
Automated contact enrichment from multiple sources
"Intelligent CRM for small businesses"
Salesflare is an AI-powered CRM designed for small and mid-market B2B companies, featuring automated contact enrichment, email tracking, deal management, and intelligent activity logging with minimal manual data entry.
Ideal for: Lean B2B sales teams wanting an intelligent CRM that automatically enriches contacts and tracks activities with minimal manual data entry and strong email integration.
Automated contact enrichment from multiple sources
Intelligent activity tracking and logging
Email tracking with open and click analytics
Seamless Google Workspace and Office 365 integration
Learn more at
salesflare.com
See exactly which data objects transfer from SmartOffice to Salesflare
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Salesflare.
Explore other popular CRM migrations similar to SmartOffice to Salesflare
Need to go the other way? We support bidirectional migrations.
Salesflare → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
