SmartOffice
Sendlane
Transfer contacts, activities, and more from SmartOffice to Sendlane. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Sendlane 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
Unified email, SMS, reviews and forms
Sendlane is an email and SMS marketing automation platform designed for e-commerce businesses. It offers behavior-based automation, deep data integration, real-time analytics, and unified customer profiles to drive revenue and retention.
Behavior-based email and SMS automation
"Unified email, SMS, reviews and forms"
Sendlane is an email and SMS marketing automation platform designed for e-commerce businesses. It offers behavior-based automation, deep data integration, real-time analytics, and unified customer profiles to drive revenue and retention.
Ideal for: E-commerce businesses seeking a unified email and SMS marketing platform with behavior-based automation and deep Shopify integration.
Behavior-based email and SMS automation
Deep e-commerce and Shopify integration
Real-time analytics and tracking with Sendlane Beacon
Pay-per-email pricing model for cost efficiency
Learn more at
sendlane.com
See exactly which data objects transfer from SmartOffice to Sendlane
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Sendlane.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
