Tamarac CRM
EnrollmentRx
Transfer contacts, activities, and more from Tamarac CRM to EnrollmentRx. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to EnrollmentRx 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
Higher education admissions on Salesforce
EnrollmentRx is a specialized Salesforce-based CRM designed for higher education institutions to manage student recruitment, admissions, and enrollment processes. It provides tools for prospect tracking, communication campaigns, and enrollment funnel analysis.
Built exclusively on Salesforce platform for robust customization
"Higher education admissions on Salesforce"
EnrollmentRx is a specialized Salesforce-based CRM designed for higher education institutions to manage student recruitment, admissions, and enrollment processes. It provides tools for prospect tracking, communication campaigns, and enrollment funnel analysis.
Ideal for: Higher education institutions seeking specialized admissions CRM built on Salesforce for recruitment and enrollment management.
Built exclusively on Salesforce platform for robust customization
Dynamic multi-channel communication campaigns with behavioral triggers
Comprehensive lead tracking and enrollment funnel visibility
Event management for campus visits and open houses
Learn more at
enrollmentrx.com
See exactly which data objects transfer from Tamarac CRM to EnrollmentRx
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to EnrollmentRx.
Explore other popular CRM migrations similar to Tamarac CRM to EnrollmentRx
Need to go the other way? We support bidirectional migrations.
EnrollmentRx → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
