SmartOffice
Yesware
Transfer contacts, companies, deals, and more from SmartOffice to Yesware. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Yesware 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
Sales Engagement Made Easy
Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.
Works directly inside Gmail and Outlook without switching tabs
"Sales Engagement Made Easy"
Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.
Ideal for: Sales teams and SDRs seeking an easy-to-use email engagement tool that lives inside their inbox with real-time tracking and CRM synchronization.
Works directly inside Gmail and Outlook without switching tabs
Real-time email and attachment tracking with notifications
Multi-channel campaign automation with email, calls, and LinkedIn touches
Automatic Salesforce activity sync without manual data entry
Learn more at
yesware.com
See exactly which data objects transfer from SmartOffice to Yesware
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Yesware.
Explore other popular CRM migrations similar to SmartOffice to Yesware
Need to go the other way? We support bidirectional migrations.
Yesware → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
