SmartOffice
Salesforce
Transfer contacts, companies, deals, and more from SmartOffice to Salesforce. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Salesforce 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
The #1 AI CRM
Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.
Highly customizable with AppExchange ecosystem
"The #1 AI CRM"
Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.
Ideal for: Large sales teams needing advanced customization, reporting, and enterprise-grade security
Highly customizable with AppExchange ecosystem
Advanced reporting and analytics with AI insights
Enterprise-grade security and compliance
Extensive third-party integrations
Learn more at
salesforce.com
See exactly which data objects transfer from SmartOffice to Salesforce
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Salesforce.
Explore other popular CRM migrations similar to SmartOffice to Salesforce
Need to go the other way? We support bidirectional migrations.
Salesforce → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
