Source
Riskalyze

Riskalyze

Destination
Spotler CRM

Spotler CRM

CRM MigrationStarting at $500

Migrate from Riskalyze to Spotler CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Riskalyze to Spotler CRM. 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 Spotler CRM 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 Spotler CRM

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
Spotler CRM

Spotler CRM

The marketer's CRM

Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.

Founded 2004
Petersfield, Hampshire, United Kingdom
Best for
Small BusinessMid-Market
Industries
Professional ServicesMarketing AgenciesHealthcare+2 more
Top Strength

Free plan available with 100 accounts and 2 users

Your New CRM

Why Spotler CRM is a great choice

Spotler CRM

Spotler CRM

"The marketer's CRM"

Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.

Ideal for: Small to medium-sized B2B companies seeking an affordable, user-friendly CRM with integrated marketing tools and excellent customer support.

Free plan available with 100 accounts and 2 users

Built-in email marketing with campaign tracking

Industries
Professional ServicesMarketing AgenciesHealthcare+2
Best For
Small BusinessMid-Market

GDPR compliant with cloud-based access

Extensive integrations including Mailchimp and Zapier

Learn more at

spotler.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Riskalyze to Spotler CRM

Riskalyze
Spotler CRM
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
Not Available
Quotes
Not Available
Documents
Supported
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 Spotler CRM Migration FAQ

Common questions about migrating from Riskalyze to Spotler CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Riskalyze to Spotler CRM

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com