Tamarac CRM
Axelor CRM
Transfer contacts, companies, activities, and more from Tamarac CRM to Axelor CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Axelor CRM 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
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
Open source low-code CRM platform
Axelor is an open source, low-code ERP and CRM platform with AI integration enabling businesses to customize sales, marketing, and support processes, manage prospects and customers, create quotes, track customer interactions, and automate workflows without coding.
Open source and low-code customization
"Open source low-code CRM platform"
Axelor is an open source, low-code ERP and CRM platform with AI integration enabling businesses to customize sales, marketing, and support processes, manage prospects and customers, create quotes, track customer interactions, and automate workflows without coding.
Ideal for: Organizations needing open source, customizable CRM with low-code automation and integrated business management.
Open source and low-code customization
AI-powered process automation
Integrated ERP and CRM
Multi-language and multi-device support
Learn more at
axelor.com
See exactly which data objects transfer from Tamarac CRM to Axelor CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Axelor CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
