SmartOffice
TeamWave
Transfer contacts, companies, deals, and more from SmartOffice to TeamWave. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to TeamWave 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
Integrated CRM, project management and HR software
TeamWave is an all-in-one business management platform combining CRM, HR management, and project management with flat-rate pricing for unlimited users, designed to help small businesses manage sales, projects, and employees from a single system.
Flat-rate pricing with unlimited users
"Integrated CRM, project management and HR software"
TeamWave is an all-in-one business management platform combining CRM, HR management, and project management with flat-rate pricing for unlimited users, designed to help small businesses manage sales, projects, and employees from a single system.
Ideal for: Small businesses seeking an affordable all-in-one platform for CRM, project management, and HR with unlimited users at a flat monthly rate.
Flat-rate pricing with unlimited users
Integrated CRM, project management, and HR in one platform
Kanban-style dashboards for visual project tracking
Client portal access for project visibility
Learn more at
teamwave.com
See exactly which data objects transfer from SmartOffice to TeamWave
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to TeamWave.
Explore other popular CRM migrations similar to SmartOffice to TeamWave
Need to go the other way? We support bidirectional migrations.
TeamWave → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
