SmartOffice
SugarCRM
Transfer contacts, companies, deals, and more from SmartOffice to SugarCRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to SugarCRM 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
Connected CRM for all teams
SugarCRM is a robust, highly customizable CRM platform serving businesses of all sizes, offering sales automation, marketing tools, customer service features, and generative AI capabilities for email and content generation.
Highly customizable modules and fields
"Connected CRM for all teams"
SugarCRM is a robust, highly customizable CRM platform serving businesses of all sizes, offering sales automation, marketing tools, customer service features, and generative AI capabilities for email and content generation.
Ideal for: Mid-market and enterprise organizations needing a highly customizable CRM with sales, marketing, and service capabilities integrated into one platform.
Highly customizable modules and fields
Embedded generative AI for email and content
Integrated sales, marketing, and service tools
Strong lead management and automation
Learn more at
sugarcrm.com
See exactly which data objects transfer from SmartOffice to SugarCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to SugarCRM.
Explore other popular CRM migrations similar to SmartOffice to SugarCRM
Need to go the other way? We support bidirectional migrations.
SugarCRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
