SmartOffice
VanillaSoft
Transfer contacts, companies, deals, and more from SmartOffice to VanillaSoft. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to VanillaSoft 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
Sales engagement platform for high-velocity teams
VanillaSoft is an all-in-one sales engagement platform with real-time lead management, compliant auto-dialer, and powerful automation tools. It specializes in optimizing sales processes for inside sales teams and fundraising organizations.
Built-in VoIP with enterprise-level call quality
"Sales engagement platform for high-velocity teams"
VanillaSoft is an all-in-one sales engagement platform with real-time lead management, compliant auto-dialer, and powerful automation tools. It specializes in optimizing sales processes for inside sales teams and fundraising organizations.
Ideal for: Inside sales teams and call centers needing a complete sales engagement solution with built-in dialing, lead prioritization, and conversation intelligence.
Built-in VoIP with enterprise-level call quality
Real-time bi-directional Salesforce integration
Owns Autoklose leads database for prospecting
Integrations with Gong, Chorus, and Vidyard for conversation intelligence
Learn more at
vanillasoft.com
See exactly which data objects transfer from SmartOffice to VanillaSoft
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to VanillaSoft.
Explore other popular CRM migrations similar to SmartOffice to VanillaSoft
Need to go the other way? We support bidirectional migrations.
VanillaSoft → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
