SmartOffice
ServiceNow
Transfer contacts, companies, deals, and more from SmartOffice to ServiceNow. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to ServiceNow 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
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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
Put AI to work for people
ServiceNow is an enterprise platform-as-a-service offering IT service management, customer service management, and AI-powered workflow automation. Its CRM capabilities focus on unifying sales, service, and field operations on a single platform.
Native integration between IT and customer service operations
"Put AI to work for people"
ServiceNow is an enterprise platform-as-a-service offering IT service management, customer service management, and AI-powered workflow automation. Its CRM capabilities focus on unifying sales, service, and field operations on a single platform.
Ideal for: Large enterprises seeking an AI-first, workflow-driven platform that unifies customer service, IT operations, and field service with deep automation capabilities.
Native integration between IT and customer service operations
AI agents for autonomous task execution and support
Comprehensive case management with SLA tracking
Enterprise-grade scalability and security
Learn more at
servicenow.com
See exactly which data objects transfer from SmartOffice to ServiceNow
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to ServiceNow.
Explore other popular CRM migrations similar to SmartOffice to ServiceNow
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
