Tamarac CRM
Apollo.io
Transfer contacts, companies, activities, and more from Tamarac CRM to Apollo.io. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Apollo.io 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
Prefer email? talk@ambrstack.com
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
CRM designed for independent advisors
Tamarac CRM by Envestnet is a web-based relationship management system built on Microsoft Dynamics, designed specifically for Registered Investment Advisors (RIAs) with deep integration into portfolio management, reporting, and trading tools.
Deep integration with Envestnet Tamarac Reporting and Trading
Find and close your next customer with AI
Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.
Massive verified B2B contact database
"Find and close your next customer with AI"
Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.
Ideal for: Sales teams seeking an all-in-one prospecting and engagement platform that combines contact data, email automation, and calling in a single affordable solution.
Massive verified B2B contact database
Built-in email sequences and power dialer
Buying intent data and lead scoring
Chrome extension for LinkedIn prospecting
Learn more at
apollo.io
See exactly which data objects transfer from Tamarac CRM to Apollo.io
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Apollo.io.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
