AdvisorEngine
Spotler CRM
Transfer contacts, companies, activities, and more from AdvisorEngine to Spotler CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Spotler 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 built for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
The marketer's CRM
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Free plan available with 100 accounts and 2 users
"The marketer's CRM"
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Ideal for: Small to medium-sized B2B companies seeking an affordable, user-friendly CRM with integrated marketing tools and excellent customer support.
Free plan available with 100 accounts and 2 users
Built-in email marketing with campaign tracking
GDPR compliant with cloud-based access
Extensive integrations including Mailchimp and Zapier
Learn more at
spotler.com
See exactly which data objects transfer from AdvisorEngine to Spotler CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Spotler CRM.
Explore other popular CRM migrations similar to AdvisorEngine to Spotler CRM
Need to go the other way? We support bidirectional migrations.
Spotler CRM → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
