SmartOffice
Salesloft
Transfer contacts, companies, deals, and more from SmartOffice to Salesloft. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Salesloft 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
Power durable revenue growth
Salesloft is an AI-powered revenue orchestration platform that helps sales teams prioritize actions and manage the entire buyer journey. It unifies CRM data with tools for sales engagement, conversation intelligence, deal management, forecasting, and coaching.
AI-driven revenue orchestration and workflow automation
"Power durable revenue growth"
Salesloft is an AI-powered revenue orchestration platform that helps sales teams prioritize actions and manage the entire buyer journey. It unifies CRM data with tools for sales engagement, conversation intelligence, deal management, forecasting, and coaching.
Ideal for: Sales teams seeking a comprehensive revenue orchestration platform with AI-powered insights, conversation intelligence, and integrated coaching capabilities.
AI-driven revenue orchestration and workflow automation
Conversation intelligence with call recording and analysis
130+ software integrations including Salesforce and HubSpot
Built-in coaching and sales performance management
Learn more at
salesloft.com
See exactly which data objects transfer from SmartOffice to Salesloft
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Salesloft.
Explore other popular CRM migrations similar to SmartOffice to Salesloft
Need to go the other way? We support bidirectional migrations.
Salesloft → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
