eMoney
Infor CRM
Transfer contacts, companies, activities, and more from eMoney to Infor CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Infor 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
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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
Complete financial planning system
eMoney Advisor is a comprehensive financial planning platform acquired by Fidelity that empowers financial advisors and wealth managers to deliver comprehensive client experiences and strengthen client relationships. It provides planning tools, account aggregation, and interactive scenarios for advisors.
Comprehensive financial planning capabilities including retirement and estate planning
Enterprise CRM with industry-specific solutions
Infor CRM (formerly SalesLogix) is an enterprise-level customer relationship management platform offering industry-specific solutions with sales automation, marketing automation, and customer service features integrated in one platform.
Industry-specific solutions for multiple verticals
"Enterprise CRM with industry-specific solutions"
Infor CRM (formerly SalesLogix) is an enterprise-level customer relationship management platform offering industry-specific solutions with sales automation, marketing automation, and customer service features integrated in one platform.
Ideal for: Mid-market and enterprise organizations seeking a highly customizable CRM with industry-specific solutions and strong ERP integration capabilities.
Industry-specific solutions for multiple verticals
Patented automation and machine learning technologies
Deep integration with Infor ERP ecosystem via ION
Available as cloud, on-premise, or hybrid deployment
Learn more at
infor.com
See exactly which data objects transfer from eMoney to Infor CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Infor CRM.
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