Tamarac CRM
Funraise
Transfer contacts, activities, and more from Tamarac CRM to Funraise. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Funraise 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
Nonprofit fundraising platform with integrated CRM
Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.
Purpose-built for nonprofits with fundraising expertise
"Nonprofit fundraising platform with integrated CRM"
Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.
Ideal for: Nonprofits seeking an integrated platform for donor management, fundraising campaign creation, and targeted donor communications.
Purpose-built for nonprofits with fundraising expertise
Integrated donor CRM and fundraising tools
Customizable donation pages and campaign websites
Donor segmentation and targeted email/SMS campaigns
Learn more at
funraise.org
See exactly which data objects transfer from Tamarac CRM to Funraise
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Funraise.
Explore other popular CRM migrations similar to Tamarac CRM to Funraise
Need to go the other way? We support bidirectional migrations.
Funraise → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
