SmartOffice
Streak
Transfer contacts, companies, deals, and more from SmartOffice to Streak. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Streak 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
CRM built inside Gmail
Streak is a CRM platform seamlessly integrated within Gmail, enabling users to manage sales pipelines, track deals, and handle customer relationships directly from their inbox without switching applications.
Complete Gmail and Google Workspace integration
"CRM built inside Gmail"
Streak is a CRM platform seamlessly integrated within Gmail, enabling users to manage sales pipelines, track deals, and handle customer relationships directly from their inbox without switching applications.
Ideal for: Gmail power users and small teams wanting a lightweight CRM that lives entirely within their inbox with automatic email tracking and pipeline management.
Complete Gmail and Google Workspace integration
Real-time email tracking and notifications
Customizable pipelines for any workflow
Magic fields with automatic data population
Learn more at
streak.com
See exactly which data objects transfer from SmartOffice to Streak
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Streak.
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Prefer email? talk@ambrstack.com
