
SmartOffice

Zkipster
Transfer contacts, companies, activities, and more from SmartOffice to Zkipster. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Zkipster 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

Event Management Software for Luxury Events
Zkipster is a cloud-based event management platform designed for luxury events, offering guest list management, digital invitations, check-in tools, seating arrangements, and real-time event analytics.
Purpose-built for high-profile luxury events

"Event Management Software for Luxury Events"
Zkipster is a cloud-based event management platform designed for luxury events, offering guest list management, digital invitations, check-in tools, seating arrangements, and real-time event analytics.
Ideal for: Event professionals and organizations hosting premium events who need sophisticated guest management, digital communications, and seamless check-in experiences.
Purpose-built for high-profile luxury events
Multichannel guest communications via email, SMS, and WhatsApp
Seamless CRM integrations with Salesforce, HubSpot, and Microsoft Dynamics
Advanced guest profiling and segmentation capabilities
Learn more at
zkipster.com
See exactly which data objects transfer from SmartOffice to Zkipster


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Zkipster.
Explore other popular CRM migrations similar to SmartOffice to Zkipster
Need to go the other way? We support bidirectional migrations.
Zkipster → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com