SmartOffice
Twenty CRM
Transfer contacts, companies, deals, and more from SmartOffice to Twenty CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Twenty CRM 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
The #1 open-source CRM alternative to Salesforce
Twenty is a modern, open-source CRM platform designed as an alternative to Salesforce and HubSpot. Built with GPL licensing, it offers full customization, data ownership, and a community-powered approach to customer relationship management.
Open-source GPL license with full data ownership and control
"The #1 open-source CRM alternative to Salesforce"
Twenty is a modern, open-source CRM platform designed as an alternative to Salesforce and HubSpot. Built with GPL licensing, it offers full customization, data ownership, and a community-powered approach to customer relationship management.
Ideal for: Organizations seeking a customizable, self-hosted CRM with full data ownership and the flexibility of open-source software.
Open-source GPL license with full data ownership and control
REST and GraphQL APIs for extensive integration capabilities
Custom objects and fields for tailored data modeling
Email synchronization with metadata or full content options
Learn more at
twenty.com
See exactly which data objects transfer from SmartOffice to Twenty CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Twenty CRM.
Explore other popular CRM migrations similar to SmartOffice to Twenty CRM
Need to go the other way? We support bidirectional migrations.
Twenty CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
