SmartOffice
Sierra Interactive
Transfer contacts, deals, activities, and more from SmartOffice to Sierra Interactive. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Sierra Interactive 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
Real estate CRM and IDX websites
Sierra Interactive is an integrated real estate platform offering IDX websites, CRM, lead routing, and marketing automation for teams and brokerages. It combines website generation with powerful lead nurturing and conversion tools.
Integrated IDX website with powerful CRM in one login
"Real estate CRM and IDX websites"
Sierra Interactive is an integrated real estate platform offering IDX websites, CRM, lead routing, and marketing automation for teams and brokerages. It combines website generation with powerful lead nurturing and conversion tools.
Ideal for: Real estate teams and brokerages seeking an all-in-one platform combining IDX website, CRM, lead management, and automated marketing campaigns.
Integrated IDX website with powerful CRM in one login
Smart lead routing by geography, price, or agent availability
Built-in drip campaigns and behavioral triggers
Over 90 integrations with open API access
Learn more at
sierrainteractive.com
See exactly which data objects transfer from SmartOffice to Sierra Interactive
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Sierra Interactive.
Explore other popular CRM migrations similar to SmartOffice to Sierra Interactive
Need to go the other way? We support bidirectional migrations.
Sierra Interactive → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
