Envestnet
JobNimbus
Transfer contacts, companies, activities, and more from Envestnet to JobNimbus. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to JobNimbus 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
The #1 roofing CRM and project management platform
JobNimbus is an all-in-one CRM and project management platform built for roofing, solar, and exterior renovation contractors. Founded in 2013, it combines lead management, estimating (via acquired SumoQuote), job tracking, payments, and automation to help contractors streamline operations from lead to completion.
Purpose-built for roofing and contracting industry
"The #1 roofing CRM and project management platform"
JobNimbus is an all-in-one CRM and project management platform built for roofing, solar, and exterior renovation contractors. Founded in 2013, it combines lead management, estimating (via acquired SumoQuote), job tracking, payments, and automation to help contractors streamline operations from lead to completion.
Ideal for: Roofing, solar, and exterior renovation contractors seeking a customizable CRM with project management, estimating, and payment tools designed for their industry.
Purpose-built for roofing and contracting industry
Highly customizable workflows and pipelines
SumoQuote integration for professional estimates
Built-in texting via Engage feature
Learn more at
jobnimbus.com
See exactly which data objects transfer from Envestnet to JobNimbus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to JobNimbus.
Explore other popular CRM migrations similar to Envestnet to JobNimbus
Need to go the other way? We support bidirectional migrations.
JobNimbus → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
