Envestnet
Vtiger CRM
Transfer contacts, companies, activities, and more from Envestnet to Vtiger CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Vtiger 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
One platform to grow your business
Vtiger CRM is an all-in-one customer relationship management platform offering sales, marketing, help desk, project management, and inventory capabilities for small to medium-sized businesses.
Integrated sales, marketing, and support modules
"One platform to grow your business"
Vtiger CRM is an all-in-one customer relationship management platform offering sales, marketing, help desk, project management, and inventory capabilities for small to medium-sized businesses.
Ideal for: Small to medium-sized businesses needing an affordable, all-in-one CRM with sales, marketing, support, and inventory management in a single platform.
Integrated sales, marketing, and support modules
Affordable pricing for growing businesses
Open-source core with cloud option
Built-in inventory and project management
Learn more at
vtiger.com
See exactly which data objects transfer from Envestnet to Vtiger CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Vtiger CRM.
Explore other popular CRM migrations similar to Envestnet to Vtiger CRM
Need to go the other way? We support bidirectional migrations.
Vtiger CRM → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
