Tamarac CRM
Keela
Transfer contacts, companies, activities, and more from Tamarac CRM to Keela. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Keela 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
Donor management software for nonprofits
Keela is a cloud-based donor management CRM designed specifically for nonprofit organizations, offering fundraising tools, donation forms, marketing automation, and analytics to help nonprofits build deeper donor relationships.
Smart Ask AI for personalized donation amounts
"Donor management software for nonprofits"
Keela is a cloud-based donor management CRM designed specifically for nonprofit organizations, offering fundraising tools, donation forms, marketing automation, and analytics to help nonprofits build deeper donor relationships.
Ideal for: Nonprofit organizations seeking an intuitive CRM with integrated fundraising, donor management, and marketing tools designed specifically for the nonprofit sector.
Smart Ask AI for personalized donation amounts
Integrated online donation forms with payment processing
Automated gift acknowledgment and tax receipts
Real-time reporting and dashboards
Learn more at
keela.co
See exactly which data objects transfer from Tamarac CRM to Keela
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Keela.
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Prefer email? talk@ambrstack.com
