Envestnet
Freshsales
Transfer contacts, companies, activities, and more from Envestnet to Freshsales. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Freshsales 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
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
Sell smarter. Sell faster.
AI-powered sales CRM with built-in phone, email, and lead scoring for high-velocity sales teams.
Fast implementation with minimal setup time
"Sell smarter. Sell faster."
AI-powered sales CRM with built-in phone, email, and lead scoring for high-velocity sales teams.
Ideal for: SMBs and startups wanting an affordable, AI-powered CRM with built-in communication tools
Fast implementation with minimal setup time
Built-in phone and email with tracking
AI-powered lead scoring and insights
Affordable pricing for growing teams
Learn more at
freshworks.com
See exactly which data objects transfer from Envestnet to Freshsales
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Freshsales.
Explore other popular CRM migrations similar to Envestnet to Freshsales
Need to go the other way? We support bidirectional migrations.
Freshsales → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
