SmartOffice
vcita
Transfer contacts, activities, and more from SmartOffice to vcita. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to vcita 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
All-in-one business management for small businesses
vcita is an all-in-one business management platform designed for micro and small service-based businesses. It combines CRM, online scheduling, billing, invoicing, and marketing tools with an AI-powered business advisor for data-driven insights.
Comprehensive client portal for booking, payment, and communication
"All-in-one business management for small businesses"
vcita is an all-in-one business management platform designed for micro and small service-based businesses. It combines CRM, online scheduling, billing, invoicing, and marketing tools with an AI-powered business advisor for data-driven insights.
Ideal for: Solopreneurs and small service businesses seeking an integrated platform for client management, scheduling, payments, and marketing in one solution.
Comprehensive client portal for booking, payment, and communication
AI-powered business advisor with tailored insights
Integration with QuickBooks, Stripe, PayPal, and Google Calendar
Website widgets for lead capture and online scheduling
Learn more at
vcita.com
See exactly which data objects transfer from SmartOffice to vcita
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to vcita.
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Prefer email? talk@ambrstack.com
