SmartOffice
Tekion
Transfer contacts, companies, deals, and more from SmartOffice to Tekion. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Tekion 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
First end-to-end cloud native automotive platform
Tekion is an AI-powered automotive retail cloud platform providing dealerships with unified DMS, CRM, digital retail, analytics, and payment solutions, founded by Tesla's former CIO to disrupt legacy dealer management systems.
First cloud-native automotive retail platform
"First end-to-end cloud native automotive platform"
Tekion is an AI-powered automotive retail cloud platform providing dealerships with unified DMS, CRM, digital retail, analytics, and payment solutions, founded by Tesla's former CIO to disrupt legacy dealer management systems.
Ideal for: Automotive dealerships seeking a modern, cloud-native platform that unifies DMS, CRM, digital retail, and analytics with AI-powered automation.
First cloud-native automotive retail platform
AI-powered CRM with smart automation for lead management
Unified DMS, CRM, digital retail in one platform
Founded by Tesla's former CIO with automotive tech expertise
Learn more at
tekion.com
See exactly which data objects transfer from SmartOffice to Tekion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Tekion.
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