SmartOffice
SHR CRM
Transfer contacts, companies, deals, and more from SmartOffice to SHR CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to SHR CRM 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
Intelligent hospitality technology solutions
SHR is a hospitality technology platform offering CRM, central reservation systems, revenue management, and booking engines for hotels and resorts. Its Allora.ai platform leverages AI for pricing, distribution, and guest profile management.
AI-powered Allora.ai platform for pricing optimization
"Intelligent hospitality technology solutions"
SHR is a hospitality technology platform offering CRM, central reservation systems, revenue management, and booking engines for hotels and resorts. Its Allora.ai platform leverages AI for pricing, distribution, and guest profile management.
Ideal for: Hotels and hospitality businesses seeking an integrated platform combining CRM, reservation management, revenue optimization, and guest loyalty programs.
AI-powered Allora.ai platform for pricing optimization
Integrated CRS, booking engine, and CRM in one system
Customizable loyalty programs with tier-based rewards
Guest intelligence and profile management reporting
Learn more at
shr.com
See exactly which data objects transfer from SmartOffice to SHR CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to SHR CRM.
Explore other popular CRM migrations similar to SmartOffice to SHR CRM
Need to go the other way? We support bidirectional migrations.
SHR CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
