Tamarac CRM
JazzHR
Transfer contacts, companies, activities, and more from Tamarac CRM to JazzHR. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to JazzHR 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
Powerful, affordable recruiting software for SMBs
JazzHR is an easy-to-use applicant tracking system (ATS) purpose-built for small and medium-sized businesses. It offers automated resume parsing, customizable workflows, interview scheduling, candidate evaluations, and collaborative hiring tools that have helped 350,000+ HR professionals source 75 million+ candidates since 2009.
Purpose-built for SMB recruiting needs
"Powerful, affordable recruiting software for SMBs"
JazzHR is an easy-to-use applicant tracking system (ATS) purpose-built for small and medium-sized businesses. It offers automated resume parsing, customizable workflows, interview scheduling, candidate evaluations, and collaborative hiring tools that have helped 350,000+ HR professionals source 75 million+ candidates since 2009.
Ideal for: SMBs seeking an affordable, user-friendly ATS with customizable workflows and collaborative hiring features without enterprise complexity.
Purpose-built for SMB recruiting needs
Branded career pages with customizable applications
Automated offer letters with e-signature support
Integration with job boards and HRIS systems
Learn more at
jazzhr.com
See exactly which data objects transfer from Tamarac CRM to JazzHR
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to JazzHR.
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Prefer email? talk@ambrstack.com
