Envestnet
Workbooks CRM
Transfer contacts, companies, activities, and more from Envestnet to Workbooks CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Workbooks 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
The No-BS CRM
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
"The No-BS CRM"
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Ideal for: Mid-sized UK and European businesses seeking an affordable, customizable CRM alternative to Salesforce with integrated order management and invoicing.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
Comprehensive CRM with built-in order management and invoicing
Highly customizable with workflow automation and approval chains
UK-based company with strong local support
Learn more at
workbooks.com
See exactly which data objects transfer from Envestnet to Workbooks CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Workbooks CRM.
Explore other popular CRM migrations similar to Envestnet to Workbooks CRM
Need to go the other way? We support bidirectional migrations.
Workbooks CRM → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
