
Tamarac CRM

Eaglesoft
Transfer contacts, activities, and more from Tamarac CRM to Eaglesoft. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Eaglesoft 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

Comprehensive Dental Practice Management
Eaglesoft is an on-premise dental practice management system from Patterson Dental designed for dental practitioners. It includes clinical charting, patient scheduling, imaging, billing, and accounting applications.
30+ years of proven dental industry experience

"Comprehensive Dental Practice Management"
Eaglesoft is an on-premise dental practice management system from Patterson Dental designed for dental practitioners. It includes clinical charting, patient scheduling, imaging, billing, and accounting applications.
Ideal for: Dental practices of all sizes seeking comprehensive practice management and clinical documentation.
30+ years of proven dental industry experience
Seamless digital imaging and charting integration
Automated billing and insurance claims processing
Integration with 50+ dental technologies
Learn more at
carestreamdental.com
See exactly which data objects transfer from Tamarac CRM to Eaglesoft


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Eaglesoft.
Explore other popular CRM migrations similar to Tamarac CRM to Eaglesoft
Need to go the other way? We support bidirectional migrations.
Eaglesoft → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com