Source
Riskalyze

Riskalyze

Destination
EngageBay

EngageBay

CRM MigrationStarting at $500

Migrate from Riskalyze to EngageBay

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Riskalyze to EngageBay. 11 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 Riskalyze to EngageBay 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

Riskalyze vs EngageBay

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

Migrating from
Riskalyze

Riskalyze

The Growth Platform for Wealth Management Firms

Nitrogen (formerly Riskalyze) is a growth platform for financial advisors and wealth management firms, providing risk tolerance assessment, portfolio analytics, proposal generation, and client engagement tools powered by the proprietary Risk Number technology.

Founded 2011
Auburn, California
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Advisory+1 more
Top Strength

Proprietary Risk Number based on Nobel Prize-winning framework

Migrating to
EngageBay

EngageBay

Affordable all-in-one CRM to drive growth

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.

Founded 2017
Wilmington, Delaware
Best for
Small BusinessMid-Market
Industries
TechnologyMarketingComputer Software+2 more
Top Strength

Generous free plan with 250 contacts

Your New CRM

Why EngageBay is a great choice

EngageBay

EngageBay

"Affordable all-in-one CRM to drive growth"

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.

Ideal for: Startups and small to mid-size B2B and B2C companies seeking a cost-effective HubSpot alternative with integrated marketing, sales, and support tools.

Generous free plan with 250 contacts

Integrated marketing automation and email sequences

Industries
TechnologyMarketingComputer Software+2
Best For
Small BusinessMid-Market

Built-in helpdesk and ticketing system

Visual sales pipeline with forecasting

Learn more at

engagebay.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Riskalyze to EngageBay

Riskalyze
EngageBay
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Riskalyze to EngageBay Migration FAQ

Common questions about migrating from Riskalyze to EngageBay.

Related Migration Paths

Explore other popular CRM migrations similar to Riskalyze to EngageBay

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Prefer email? talk@ambrstack.com