SmartOffice
Salsa
Transfer contacts, companies, deals, and more from SmartOffice to Salsa. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Salsa 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
Nonprofit Fundraising and Engagement
Salsa Labs provides donor management, digital marketing, online fundraising, and advocacy tools for nonprofit organizations, helping them track donations, manage constituents, and run multi-channel engagement campaigns.
Purpose-built for nonprofit fundraising and engagement
"Nonprofit Fundraising and Engagement"
Salsa Labs provides donor management, digital marketing, online fundraising, and advocacy tools for nonprofit organizations, helping them track donations, manage constituents, and run multi-channel engagement campaigns.
Ideal for: Nonprofit organizations seeking integrated donor management with multi-channel digital marketing, online fundraising, and advocacy campaign capabilities.
Purpose-built for nonprofit fundraising and engagement
Integrated email marketing and online donation forms
Advocacy and peer-to-peer fundraising tools
Event and auction management capabilities
Learn more at
salsalabs.com
See exactly which data objects transfer from SmartOffice to Salsa
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Salsa.
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Prefer email? talk@ambrstack.com
