Tamarac CRM
Folk CRM
Transfer contacts, companies, activities, and more from Tamarac CRM to Folk CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Folk 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
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
Lightweight CRM for relationship-driven sales
Folk is a modern, lightweight CRM designed for startups and teams that prioritize relationship management over complex deal tracking. It combines contact management, pipeline tracking, email integration, and AI-powered features like lead enrichment and automated follow-up suggestions in an intuitive interface.
Lightweight and easy to use interface
"Lightweight CRM for relationship-driven sales"
Folk is a modern, lightweight CRM designed for startups and teams that prioritize relationship management over complex deal tracking. It combines contact management, pipeline tracking, email integration, and AI-powered features like lead enrichment and automated follow-up suggestions in an intuitive interface.
Ideal for: Startups and small teams focused on building and nurturing relationships with simple, intuitive contact and pipeline management.
Lightweight and easy to use interface
AI-powered contact enrichment and follow-up suggestions
Email and WhatsApp integration
Chrome extension for LinkedIn and Gmail
Learn more at
folk.app
See exactly which data objects transfer from Tamarac CRM to Folk CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Folk CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
