SmartOffice
TimeSolv
Transfer contacts, companies, activities, and more from SmartOffice to TimeSolv. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to TimeSolv 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
Legal billing software and time tracking for professionals
TimeSolv is a web-based legal billing and time tracking platform that includes CRM functionality for law firms, providing time entry, expense tracking, trust accounting, billing, invoicing, and client relationship management with marketing automation workflows.
Built-in CRM with lead intake and marketing automation workflows
"Legal billing software and time tracking for professionals"
TimeSolv is a web-based legal billing and time tracking platform that includes CRM functionality for law firms, providing time entry, expense tracking, trust accounting, billing, invoicing, and client relationship management with marketing automation workflows.
Ideal for: Law firms and professional service providers seeking integrated time tracking, billing, and CRM with legal-specific features like trust accounting and LEDES formatting.
Built-in CRM with lead intake and marketing automation workflows
ABA task codes and LEDES billing format compliance
Multi-timer functionality for accurate time tracking
Trust accounting with three-way reconciliation
Learn more at
timesolv.com
See exactly which data objects transfer from SmartOffice to TimeSolv
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to TimeSolv.
Explore other popular CRM migrations similar to SmartOffice to TimeSolv
Need to go the other way? We support bidirectional migrations.
TimeSolv → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
