Addepar
Close CRM
Transfer contacts, and more from Addepar to Close CRM. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Close 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
Wealth management data aggregation platform
Addepar is a cloud-based wealth management platform serving RIAs, family offices, and private banks. It aggregates portfolio data from multiple sources, provides comprehensive analytics and reporting, and enables advisors to make data-driven investment decisions for clients managing trillions in assets.
Industry-leading portfolio data aggregation
The No BS CRM for scaling businesses
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Built-in native calling, SMS, and email
"The No BS CRM for scaling businesses"
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Ideal for: Small, lean sales teams looking for a fast, communication-first CRM with native calling, SMS, and email capabilities without external tool dependencies.
Built-in native calling, SMS, and email
AI-powered call transcription and note automation
Automated sales sequences and follow-up reminders
Speed and performance optimization
Learn more at
close.com
See exactly which data objects transfer from Addepar to Close CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Close CRM.
Explore other popular CRM migrations similar to Addepar to Close CRM
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
