SmartOffice
Workable
Transfer contacts, companies, activities, and more from SmartOffice to Workable. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Workable 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 HR Software
Workable is a comprehensive HR and recruiting platform offering AI-powered sourcing, applicant tracking, HRIS, and payroll tools trusted by over 30,000 companies across 100+ countries.
Post jobs to 200+ job boards with single submission
"All-in-One HR Software"
Workable is a comprehensive HR and recruiting platform offering AI-powered sourcing, applicant tracking, HRIS, and payroll tools trusted by over 30,000 companies across 100+ countries.
Ideal for: Growing companies seeking an end-to-end HR platform that combines AI-powered recruiting, applicant tracking, employee management, and compliance tools.
Post jobs to 200+ job boards with single submission
AI-powered candidate sourcing from 400M+ profile database
One-way video interviews and science-backed assessments
Built-in compliance tools for GDPR, CCPA, and EEOC/OFCCP
Learn more at
workable.com
See exactly which data objects transfer from SmartOffice to Workable
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Workable.
Explore other popular CRM migrations similar to SmartOffice to Workable
Need to go the other way? We support bidirectional migrations.
Workable → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
