SmartOffice
Ylopo
Transfer contacts, deals, activities, and more from SmartOffice to Ylopo. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Ylopo 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
AI-Driven Digital Marketing Platform for Real Estate
Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.
AI Voice and Text assistants trained on 50+ million conversations
"AI-Driven Digital Marketing Platform for Real Estate"
Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.
Ideal for: Real estate agents and teams seeking AI-powered lead generation with intelligent nurturing through voice and text conversations, integrated with their existing CRM.
AI Voice and Text assistants trained on 50+ million conversations
Facebook and Google PPC campaign management with unlimited lead generation
Dynamic video ads and Listing Rocket for automated listing marketing
Seamless integration with Follow Up Boss, Sierra Interactive, and other top CRMs
Learn more at
ylopo.com
See exactly which data objects transfer from SmartOffice to Ylopo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Ylopo.
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