Source
MarketSharp

MarketSharp

Destination
WealthEngine

WealthEngine

CRM MigrationStarting at $500

Migrate from MarketSharp to WealthEngine

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from MarketSharp to WealthEngine. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your MarketSharp to WealthEngine migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

MarketSharp vs WealthEngine

A quick look at both platforms to help you understand your migration path

Migrating from
MarketSharp

MarketSharp

Home improvement and remodeling CRM

MarketSharp is a web-based CRM designed specifically for remodelers, contractors, and home improvement professionals. It offers lead management, sales tools, project management, marketing automation, call center capabilities, and performance dashboards tailored to the home services industry.

Founded 1996
La Crosse, Wisconsin, United States
Best for
Small BusinessMid-Market
Industries
Home ImprovementRemodelingContractors+2 more
Top Strength

Purpose-built for home improvement industry

Migrating to
WealthEngine

WealthEngine

Find Your Best Prospects with Wealth Intelligence

WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.

Founded 1991
New York, New York
Best for
Mid-MarketEnterprise
Industries
NonprofitFinancial ServicesWealth Management+3 more
Top Strength

Wealth data from 60+ sources covering 300 million US profiles and 122 million households

Your New CRM

Why WealthEngine is a great choice

WealthEngine

WealthEngine

"Find Your Best Prospects with Wealth Intelligence"

WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.

Ideal for: Nonprofits, fundraising teams, and wealth advisors seeking to identify, prioritize, and engage high-net-worth prospects using predictive analytics and wealth scoring.

Wealth data from 60+ sources covering 300 million US profiles and 122 million households

WE Analyze predictive lead scoring and donor pyramid segmentation

Industries
NonprofitFinancial ServicesWealth Management+3
Best For
Mid-MarketEnterprise

Integration with 30+ CRM and marketing automation platforms including Salesforce and Marketo

Real-time wealth identification API with net worth, giving capacity, and propensity scores

Learn more at

wealthengine.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from MarketSharp to WealthEngine

MarketSharp
WealthEngine
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Not Available
Notes
Supported
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Not Available
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

MarketSharp to WealthEngine Migration FAQ

Common questions about migrating from MarketSharp to WealthEngine.

Related Migration Paths

Explore other popular CRM migrations similar to MarketSharp to WealthEngine

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Prefer email? talk@ambrstack.com