SmartOffice
Virtuous
Transfer contacts, companies, deals, and more from SmartOffice to Virtuous. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Virtuous 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
The Responsive Fundraising Platform for Nonprofits
Virtuous is a nonprofit CRM and fundraising platform that combines donor management, marketing automation, online giving, and predictive analytics to help organizations build responsive relationships with supporters.
Responsive fundraising with predictive analytics
"The Responsive Fundraising Platform for Nonprofits"
Virtuous is a nonprofit CRM and fundraising platform that combines donor management, marketing automation, online giving, and predictive analytics to help organizations build responsive relationships with supporters.
Ideal for: Nonprofits seeking a unified platform for donor management, fundraising automation, and marketing with predictive analytics to optimize giving strategies.
Responsive fundraising with predictive analytics
Major donor portfolio tracking and moves management
Marketing automation based on donor behavior and location
Supports grants, pledges, recurring gifts, and corporate giving
Learn more at
virtuous.org
See exactly which data objects transfer from SmartOffice to Virtuous
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Virtuous.
Explore other popular CRM migrations similar to SmartOffice to Virtuous
Need to go the other way? We support bidirectional migrations.
Virtuous → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
