SmartOffice
Vocus
Transfer contacts, companies, activities, and more from SmartOffice to Vocus. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Vocus 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
Comprehensive PR and Marketing Software
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Media database of 400,000+ journalists and bloggers
"Comprehensive PR and Marketing Software"
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Ideal for: Communications professionals and PR agencies who needed media database access, press release distribution, and social media monitoring (now part of Cision).
Media database of 400,000+ journalists and bloggers
Press release distribution via PRWeb
Social media monitoring and analytics
Help a Reporter Out (HARO) service
Learn more at
vocus.com
See exactly which data objects transfer from SmartOffice to Vocus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Vocus.
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