SmartOffice
SharpSpring
Transfer contacts, companies, deals, and more from SmartOffice to SharpSpring. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to SharpSpring 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
Marketing automation and CRM for agencies
SharpSpring is a full-featured marketing automation and CRM platform designed for agencies and SMBs. It offers email automation, lead scoring, behavior tracking, social media management, and a built-in CRM with sales pipeline tools.
Fully re-brandable white-label platform for agencies
"Marketing automation and CRM for agencies"
SharpSpring is a full-featured marketing automation and CRM platform designed for agencies and SMBs. It offers email automation, lead scoring, behavior tracking, social media management, and a built-in CRM with sales pipeline tools.
Ideal for: Digital marketing agencies seeking a white-label marketing automation platform with built-in CRM capabilities they can resell to clients.
Fully re-brandable white-label platform for agencies
Behavior-based email marketing with lead decay scoring
Visual workflow builder with branching logic
Native Salesforce integration and 700+ app integrations
Learn more at
sharpspring.com
See exactly which data objects transfer from SmartOffice to SharpSpring
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to SharpSpring.
Explore other popular CRM migrations similar to SmartOffice to SharpSpring
Need to go the other way? We support bidirectional migrations.
SharpSpring → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
