SmartOffice
weclapp CRM
Transfer contacts, companies, deals, and more from SmartOffice to weclapp CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to weclapp CRM 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 ERP Platform for Teams - Made in Germany
weclapp is a cloud-based ERP and CRM platform for small and medium-sized businesses, integrating CRM, merchandise management, accounting, invoicing, warehouse, and project management in one user-friendly system.
Three-time ERP System of the Year award winner in Germany
"The ERP Platform for Teams - Made in Germany"
weclapp is a cloud-based ERP and CRM platform for small and medium-sized businesses, integrating CRM, merchandise management, accounting, invoicing, warehouse, and project management in one user-friendly system.
Ideal for: SMBs seeking an integrated German-made cloud ERP solution that combines CRM, inventory management, accounting, and e-commerce capabilities without complex implementation.
Three-time ERP System of the Year award winner in Germany
Unified platform for CRM, inventory, accounting, and e-commerce
German data protection compliant with servers hosted in Germany
Open REST API for seamless third-party integrations
Learn more at
weclapp.com
See exactly which data objects transfer from SmartOffice to weclapp CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to weclapp CRM.
Explore other popular CRM migrations similar to SmartOffice to weclapp CRM
Need to go the other way? We support bidirectional migrations.
weclapp CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
