Envestnet
Kommo
Transfer contacts, companies, activities, and more from Envestnet to Kommo. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Kommo 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
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
Messenger-based sales CRM
Kommo (formerly amoCRM) is a messenger-based sales CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place with chatbot automation and AI capabilities.
Native WhatsApp and Instagram integration
"Messenger-based sales CRM"
Kommo (formerly amoCRM) is a messenger-based sales CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place with chatbot automation and AI capabilities.
Ideal for: Businesses that rely heavily on messenger-based communication and need a CRM that integrates WhatsApp, Instagram, and other messaging platforms with AI-powered automation.
Native WhatsApp and Instagram integration
No-code chatbot builder for 24/7 automation
Unified inbox across all messaging channels
AI-powered conversation assistance
Learn more at
kommo.com
See exactly which data objects transfer from Envestnet to Kommo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Kommo.
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