IXACT Contact
XLR8
Transfer contacts, deals, activities, and more from IXACT Contact to XLR8. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your IXACT Contact to XLR8 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
Real estate CRM and marketing automation made easy
IXACT Contact is a real estate CRM and marketing automation solution that helps agents manage contacts, automate keep-in-touch communications, and build their online presence. It features an intelligent Keep in Touch Coach, email marketing, agent websites, and social media automation trusted by 16,000+ real estate professionals.
Intelligent Keep in Touch Coach prompts timely follow-ups
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
"CRM Built Specifically for Financial Advisors"
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Ideal for: Financial advisory firms and wealth managers seeking a purpose-built Salesforce overlay with robust entity management, planning tools, and custodian integrations.
Purpose-built Salesforce configuration for financial advisors
Entity-based architecture with household and relationship tracking
Deep integrations with Charles Schwab, TD Ameritrade, and portfolio management systems
Custom Process Engine for repeatable workflow automation
Learn more at
concenterservices.com
See exactly which data objects transfer from IXACT Contact to XLR8
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from IXACT Contact to XLR8.
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