SmartOffice
Zoho CRM
Transfer contacts, companies, deals, and more from SmartOffice to Zoho CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Zoho CRM 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
The Operating System for Business
Feature-rich CRM platform offering sales automation, marketing tools, and analytics at competitive pricing.
Excellent value for money with comprehensive features
"The Operating System for Business"
Feature-rich CRM platform offering sales automation, marketing tools, and analytics at competitive pricing.
Ideal for: Cost-conscious businesses seeking feature-rich CRM with deep integration into the Zoho ecosystem
Excellent value for money with comprehensive features
Deep integration with 40+ Zoho applications
Powerful AI assistant (Zia) for insights and predictions
Highly customizable with Canvas design studio
Learn more at
zoho.com
See exactly which data objects transfer from SmartOffice to Zoho CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Zoho CRM.
Explore other popular CRM migrations similar to SmartOffice to Zoho CRM
Need to go the other way? We support bidirectional migrations.
Zoho CRM → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
