SplendidCRM
Salentica
Transfer contacts, companies, deals, and more from SplendidCRM to Salentica. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SplendidCRM to Salentica 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
Microsoft-centric open source CRM
SplendidCRM is an open-source customer relationship management application built on the Microsoft .NET framework, offering sales automation, email campaigns, and customer support. It provides full C# and SQL source code for deep business customization and integration.
Full C# and SQL source code provided
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.
Purpose-built for wealth management and financial advisory
"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.
Ideal for: Registered investment advisors, broker-dealers, and wealth management firms seeking an industry-specific CRM with deep portfolio and custodian integrations.
Purpose-built for wealth management and financial advisory
Available on both Salesforce and Microsoft Dynamics platforms
Native integrations with custodians (Schwab, Fidelity, Black Diamond)
Data Broker platform for rapid integration deployment
Learn more at
salentica.com
See exactly which data objects transfer from SplendidCRM to Salentica
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SplendidCRM to Salentica.
Explore other popular CRM migrations similar to SplendidCRM to Salentica
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
