SmartOffice
SplendidCRM
Transfer contacts, companies, deals, and more from SmartOffice to SplendidCRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to SplendidCRM 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
Microsoft-centric open source CRM
SplendidCRM is an open-source customer relationship management application built on the Microsoft .NET framework, offering sales automation, email campaigns, and customer support. It provides full C# and SQL source code for deep business customization and integration.
Full C# and SQL source code provided
"Microsoft-centric open source CRM"
SplendidCRM is an open-source customer relationship management application built on the Microsoft .NET framework, offering sales automation, email campaigns, and customer support. It provides full C# and SQL source code for deep business customization and integration.
Ideal for: Microsoft-centric organizations seeking an affordable, open-source CRM with full source code access for custom integration and deep business customization.
Full C# and SQL source code provided
Microsoft Exchange and Google Apps integration
PayPal integration for payment processing
OData-like REST API for custom queries
Learn more at
splendidcrm.com
See exactly which data objects transfer from SmartOffice to SplendidCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to SplendidCRM.
Explore other popular CRM migrations similar to SmartOffice to SplendidCRM
Need to go the other way? We support bidirectional migrations.
SplendidCRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
