Envestnet
OroCRM
Transfer contacts, companies, activities, and more from Envestnet to OroCRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to OroCRM 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
Commerce-native open-source CRM
OroCRM is an open-source customer relationship management application built for B2B commerce, offering a 360-degree view of customers across multiple channels. Built on PHP/Symfony, it provides contact management, pipeline tracking, marketing tools, and seamless integration with e-commerce platforms like Magento and WooCommerce.
Open-source with full customization capabilities
"Commerce-native open-source CRM"
OroCRM is an open-source customer relationship management application built for B2B commerce, offering a 360-degree view of customers across multiple channels. Built on PHP/Symfony, it provides contact management, pipeline tracking, marketing tools, and seamless integration with e-commerce platforms like Magento and WooCommerce.
Ideal for: B2B commerce businesses seeking an open-source, highly customizable CRM with deep e-commerce platform integrations.
Open-source with full customization capabilities
Native integration with OroCommerce and Magento
Multi-channel customer tracking and account merging
Built-in marketing automation tools
Learn more at
orocrm.com
See exactly which data objects transfer from Envestnet to OroCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to OroCRM.
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