Envestnet
Less Annoying CRM
Transfer contacts, companies, activities, and more from Envestnet to Less Annoying CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Less Annoying 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
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
Simple contact management for small businesses
Less Annoying CRM is a straightforward, no-frills CRM designed specifically for small businesses. It offers contact management, lead tracking, calendar integration, and task reminders with a simple flat-rate pricing model.
Extremely simple and intuitive interface
"Simple contact management for small businesses"
Less Annoying CRM is a straightforward, no-frills CRM designed specifically for small businesses. It offers contact management, lead tracking, calendar integration, and task reminders with a simple flat-rate pricing model.
Ideal for: Small businesses and solopreneurs in traditional industries who need a simple, affordable CRM without complex features or overwhelming options.
Extremely simple and intuitive interface
Flat-rate pricing at $15 per user per month
30-day free trial with no credit card required
Built-in calendar and task management
Learn more at
lessannoyingcrm.com
See exactly which data objects transfer from Envestnet to Less Annoying CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Less Annoying CRM.
Explore other popular CRM migrations similar to Envestnet to Less Annoying CRM
Need to go the other way? We support bidirectional migrations.
Less Annoying CRM → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
