SmartOffice
UserVoice
Transfer contacts, companies, activities, and more from SmartOffice to UserVoice. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to UserVoice 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
Turn product feedback into actionable insights
UserVoice is a product feedback management platform that enables businesses to collect, analyze, and prioritize customer input to inform roadmaps and make data-driven product decisions. It offers multiple feedback channels and advanced analytics.
Multiple feedback collection channels including in-app widget and portals
"Turn product feedback into actionable insights"
UserVoice is a product feedback management platform that enables businesses to collect, analyze, and prioritize customer input to inform roadmaps and make data-driven product decisions. It offers multiple feedback channels and advanced analytics.
Ideal for: Product managers and teams seeking a comprehensive feedback management system to prioritize features based on customer demand and business impact.
Multiple feedback collection channels including in-app widget and portals
Advanced analytics for trend analysis and ROI estimation
Integration with Jira, Slack, Zendesk, and Salesforce
Customer segmentation by plan, account type, and revenue
Learn more at
uservoice.com
See exactly which data objects transfer from SmartOffice to UserVoice
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to UserVoice.
Explore other popular CRM migrations similar to SmartOffice to UserVoice
Need to go the other way? We support bidirectional migrations.
UserVoice → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
