Envestnet
Propertybase
Transfer contacts, companies, activities, and more from Envestnet to Propertybase. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Propertybase 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
Salesforce-powered real estate CRM
Propertybase is a cloud-based real estate platform built on Salesforce that provides CRM, marketing automation, IDX websites, and lead management for brokerages and teams. It helps real estate professionals showcase their brand, manage leads, and drive more business through digital experiences and automation.
Built on Salesforce trusted infrastructure
"Salesforce-powered real estate CRM"
Propertybase is a cloud-based real estate platform built on Salesforce that provides CRM, marketing automation, IDX websites, and lead management for brokerages and teams. It helps real estate professionals showcase their brand, manage leads, and drive more business through digital experiences and automation.
Ideal for: Real estate brokerages and teams seeking a Salesforce-powered CRM with integrated websites, lead management, and marketing automation.
Built on Salesforce trusted infrastructure
200+ integration partners for real estate ecosystem
API integrations with Zillow, Trulia, and Realtor.com
Luxury IDX websites with lead capture
Learn more at
propertybase.com
See exactly which data objects transfer from Envestnet to Propertybase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Propertybase.
Explore other popular CRM migrations similar to Envestnet to Propertybase
Need to go the other way? We support bidirectional migrations.
Propertybase → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
