Folk CRM
Salentica
Transfer contacts, companies, deals, and more from Folk CRM to Salentica. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Folk CRM to Salentica 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
Lightweight CRM for relationship-driven sales
Folk is a modern, lightweight CRM designed for startups and teams that prioritize relationship management over complex deal tracking. It combines contact management, pipeline tracking, email integration, and AI-powered features like lead enrichment and automated follow-up suggestions in an intuitive interface.
Lightweight and easy to use interface
CRM Built for Wealth Management
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Purpose-built for wealth management and financial advisory
"CRM Built for Wealth Management"
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Ideal for: Registered investment advisors, broker-dealers, and wealth management firms seeking an industry-specific CRM with deep portfolio and custodian integrations.
Purpose-built for wealth management and financial advisory
Available on both Salesforce and Microsoft Dynamics platforms
Native integrations with custodians (Schwab, Fidelity, Black Diamond)
Data Broker platform for rapid integration deployment
Learn more at
salentica.com
See exactly which data objects transfer from Folk CRM to Salentica
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Folk CRM to Salentica.
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Prefer email? talk@ambrstack.com
