Envestnet
LeadSimple
Transfer contacts, companies, activities, and more from Envestnet to LeadSimple. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to LeadSimple 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
Property management CRM and workflow automation
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Purpose-built for property management industry
"Property management CRM and workflow automation"
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Ideal for: Property management companies seeking a specialized CRM with workflow automation and communication tools to manage owners, tenants, and referral partners.
Purpose-built for property management industry
50+ pre-built lead stages and workflows
Over 80 email and text templates
Shared inbox for team collaboration
Learn more at
leadsimple.com
See exactly which data objects transfer from Envestnet to LeadSimple
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to LeadSimple.
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Need to go the other way? We support bidirectional migrations.
LeadSimple → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
