SmartOffice
Solutionreach
Transfer contacts, activities, and more from SmartOffice to Solutionreach. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Solutionreach 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
The leader in patient engagement solutions
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Integrates with 400+ practice management and EHR systems
"The leader in patient engagement solutions"
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Ideal for: Healthcare practices seeking to enhance patient engagement through automated reminders, HIPAA-compliant messaging, and integrated communication tools.
Integrates with 400+ practice management and EHR systems
HIPAA-compliant messaging and document sharing
Automated appointment reminders via text, email, and voice
Online scheduling and digital intake forms
Learn more at
solutionreach.com
See exactly which data objects transfer from SmartOffice to Solutionreach
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Solutionreach.
Explore other popular CRM migrations similar to SmartOffice to Solutionreach
Need to go the other way? We support bidirectional migrations.
Solutionreach → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
