Agile CRM
Envestnet
Transfer contacts, companies, activities, and more from Agile CRM to Envestnet. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Agile CRM to Envestnet 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
All-in-one CRM built with love for SMBs
Agile CRM is an all-in-one customer relationship management platform combining sales, marketing automation, and customer service tools. It offers contact management, telephony, web engagement, email campaigns, and social media integration for small and medium businesses.
Comprehensive marketing automation with drag-and-drop campaign builder
Integrated wealth management platform
Envestnet provides integrated technology, data, and solutions to financial advisors and wealth management firms through its Tamarac CRM and other platforms. It offers comprehensive CRM, portfolio management, trading, and reporting capabilities tailored for registered investment advisors.
Integrated CRM with portfolio management and trading capabilities
"Integrated wealth management platform"
Envestnet provides integrated technology, data, and solutions to financial advisors and wealth management firms through its Tamarac CRM and other platforms. It offers comprehensive CRM, portfolio management, trading, and reporting capabilities tailored for registered investment advisors.
Ideal for: Registered investment advisors and wealth management firms seeking integrated CRM with portfolio management and trading.
Integrated CRM with portfolio management and trading capabilities
Automatic email tracking and linking to contact records
Advanced business intelligence and custom reporting dashboards
Seamless integration with multiple custodians and data sources
Learn more at
envestnet.com
See exactly which data objects transfer from Agile CRM to Envestnet
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Agile CRM to Envestnet.
Explore other popular CRM migrations similar to Agile CRM to Envestnet
Need to go the other way? We support bidirectional migrations.
Envestnet → Agile CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
