SmartOffice
Zendesk Sell
Transfer contacts, companies, deals, and more from SmartOffice to Zendesk Sell. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Zendesk Sell 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
Close more deals with less busy work
Zendesk Sell is a sales CRM that provides sales teams with full visibility into their sales pipeline and optimizes every stage of the sales cycle. It combines contact, lead, and opportunity management with built-in communication tools and automation.
Excellent Zendesk integration ecosystem
"Close more deals with less busy work"
Zendesk Sell is a sales CRM that provides sales teams with full visibility into their sales pipeline and optimizes every stage of the sales cycle. It combines contact, lead, and opportunity management with built-in communication tools and automation.
Ideal for: Sales teams seeking streamlined pipeline management and integrated communication within a centralized CRM platform.
Excellent Zendesk integration ecosystem
Automated email synchronization and activity logging
Mobile-first approach with offline capabilities
Revenue forecasting and analytics
Learn more at
zendesk.com
See exactly which data objects transfer from SmartOffice to Zendesk Sell
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Zendesk Sell.
Explore other popular CRM migrations similar to SmartOffice to Zendesk Sell
Need to go the other way? We support bidirectional migrations.
Zendesk Sell → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
