Tamarac CRM
Feng Office
Transfer contacts, companies, activities, and more from Tamarac CRM to Feng Office. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Feng Office 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
Project Management & Collaboration Software
Feng Office is a web-based collaboration and project management platform that combines project management, document management, time tracking, and CRM capabilities. It offers both cloud-hosted and self-hosted deployment options for teams and organizations.
Comprehensive project management with Gantt charts
"Project Management & Collaboration Software"
Feng Office is a web-based collaboration and project management platform that combines project management, document management, time tracking, and CRM capabilities. It offers both cloud-hosted and self-hosted deployment options for teams and organizations.
Ideal for: Small to mid-market teams seeking an integrated solution combining project management, document collaboration, and CRM functionality.
Comprehensive project management with Gantt charts
Integrated document management and version control
Time tracking and resource planning
Built-in CRM capabilities for client management
Learn more at
fengoffice.com
See exactly which data objects transfer from Tamarac CRM to Feng Office
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Feng Office.
Explore other popular CRM migrations similar to Tamarac CRM to Feng Office
Need to go the other way? We support bidirectional migrations.
Feng Office → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
