Daylite
XLR8
Transfer contacts, companies, deals, and more from Daylite to XLR8. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Daylite to XLR8 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
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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
Organize your whole business in one app
Daylite is a comprehensive CRM and project management platform built for Mac, iPhone, and iPad that helps small businesses and entrepreneurs capture leads, nurture relationships, close deals, manage projects, and track follow-ups. It integrates contact management, sales pipeline, project management, and email/calendar features into a single application designed for Apple users.
Native Apple integration across Mac, iPhone, and iPad
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
"CRM Built Specifically for Financial Advisors"
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Ideal for: Financial advisory firms and wealth managers seeking a purpose-built Salesforce overlay with robust entity management, planning tools, and custodian integrations.
Purpose-built Salesforce configuration for financial advisors
Entity-based architecture with household and relationship tracking
Deep integrations with Charles Schwab, TD Ameritrade, and portfolio management systems
Custom Process Engine for repeatable workflow automation
Learn more at
concenterservices.com
See exactly which data objects transfer from Daylite to XLR8
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Daylite to XLR8.
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