SmartOffice
Whova
Transfer contacts, companies, activities, and more from SmartOffice to Whova. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Whova 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
Intelligent Event Technology Solutions
Whova is an award-winning event management platform providing event apps, online registration, attendee engagement tools, and marketing automation for conferences, trade shows, and corporate events worldwide.
Recognized by Event Technology Awards for 9 consecutive years
"Intelligent Event Technology Solutions"
Whova is an award-winning event management platform providing event apps, online registration, attendee engagement tools, and marketing automation for conferences, trade shows, and corporate events worldwide.
Ideal for: Event organizers seeking a comprehensive platform that covers registration, attendee networking, engagement features like live polling and discussion boards, and post-event analytics.
Recognized by Event Technology Awards for 9 consecutive years
Trusted by Google, Microsoft, American Express, NASA, and Harvard
Built-in networking tools, live polling, and social walls
Integrates with Eventbrite, Cvent, Salesforce, and Zapier
Learn more at
whova.com
See exactly which data objects transfer from SmartOffice to Whova
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Whova.
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Prefer email? talk@ambrstack.com
