SmartOffice
Seamless.ai
Transfer contacts, companies, and more from SmartOffice to Seamless.ai. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Seamless.ai 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 Best AI Sales Software for Finding Leads
Seamless.AI is an AI-powered sales intelligence platform that provides real-time verified B2B contact data, email addresses, and phone numbers, enabling sales teams to build accurate prospect lists and enrich CRM records.
Real-time AI-powered contact and company search
"The Best AI Sales Software for Finding Leads"
Seamless.AI is an AI-powered sales intelligence platform that provides real-time verified B2B contact data, email addresses, and phone numbers, enabling sales teams to build accurate prospect lists and enrich CRM records.
Ideal for: Sales and marketing teams seeking AI-powered prospecting with real-time contact discovery and CRM enrichment capabilities for pipeline generation.
Real-time AI-powered contact and company search
Pitch Intelligence for personalized messaging
Chrome extension for LinkedIn prospecting
Native CRM integrations (Salesforce, HubSpot, Dynamics)
Learn more at
seamless.ai
See exactly which data objects transfer from SmartOffice to Seamless.ai
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Seamless.ai.
Explore other popular CRM migrations similar to SmartOffice to Seamless.ai
Need to go the other way? We support bidirectional migrations.
Seamless.ai → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
