Source
Salentica

Salentica

Destination
Claritysoft CRM

Claritysoft CRM

CRM MigrationStarting at $500

Migrate from Salentica to Claritysoft CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Salentica to Claritysoft CRM. 10 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 Salentica to Claritysoft 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

Salentica vs Claritysoft CRM

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

Migrating from
Salentica

Salentica

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.

Founded 1997
New York City, New York
Best for
Small BusinessMid-MarketEnterprise
Industries
Wealth ManagementFinancial ServicesInvestment Advisory+2 more
Top Strength

Purpose-built for wealth management and financial advisory

Migrating to
Claritysoft CRM

Claritysoft CRM

Simple, Powerful CRM Software

Claritysoft is a cloud-based CRM solution that provides contact management, sales pipeline tracking, activity management, and email marketing. It focuses on ease of use and customization for small to mid-sized businesses.

United States
Best for
Small BusinessMid-Market
Industries
SalesBusiness ServicesProfessional Services+2 more
Top Strength

User-friendly interface with quick adoption

Your New CRM

Why Claritysoft CRM is a great choice

Claritysoft CRM

Claritysoft CRM

"Simple, Powerful CRM Software"

Claritysoft is a cloud-based CRM solution that provides contact management, sales pipeline tracking, activity management, and email marketing. It focuses on ease of use and customization for small to mid-sized businesses.

Ideal for: Small to mid-sized businesses that need an intuitive CRM with strong pipeline management and email marketing capabilities.

User-friendly interface with quick adoption

Customizable sales pipelines and workflows

Industries
SalesBusiness ServicesProfessional Services+2
Best For
Small BusinessMid-Market

Email marketing and campaign management integrated

Mobile CRM application for on-the-go access

Learn more at

claritysoft.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Salentica to Claritysoft CRM

Salentica
Claritysoft 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
Not Available
Products
Not Available
Quotes
Mapping Required
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

Salentica to Claritysoft CRM Migration FAQ

Common questions about migrating from Salentica to Claritysoft CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Salentica to Claritysoft CRM

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