Workbooks CRM
SmartOffice
Transfer contacts, companies, deals, and more from Workbooks CRM to SmartOffice. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to SmartOffice 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
The No-BS CRM
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
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
"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.
Ideal for: Financial advisors and insurance agents seeking a comprehensive CRM with calendar management, investment tracking, and integrations with annuity and life insurance platforms.
Over 30 years of serving the financial advisory industry
Integration with Zinnia's AnnuityNet and LifeSpeed platforms
Contact and calendar management with Outlook/Lotus Notes integration
Comprehensive reporting and investment tracking
Learn more at
ebix.com
See exactly which data objects transfer from Workbooks CRM to SmartOffice
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to SmartOffice.
Explore other popular CRM migrations similar to Workbooks CRM to SmartOffice
Need to go the other way? We support bidirectional migrations.
SmartOffice → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
