Tamarac CRM
Kindful
Transfer contacts, companies, activities, and more from Tamarac CRM to Kindful. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Kindful 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 CRM for integrated donor management
Kindful, now a Bloomerang product, is a cloud-based donor management and fundraising platform for nonprofits, offering CRM capabilities, online fundraising tools, peer-to-peer campaigns, and donor lifecycle analytics.
Donor lifecycle analytics and insights
"Nonprofit CRM for integrated donor management"
Kindful, now a Bloomerang product, is a cloud-based donor management and fundraising platform for nonprofits, offering CRM capabilities, online fundraising tools, peer-to-peer campaigns, and donor lifecycle analytics.
Ideal for: Small to medium nonprofits seeking a user-friendly donor management platform with integrated fundraising tools, peer-to-peer campaigns, and strong third-party integrations.
Donor lifecycle analytics and insights
Integrated donation pages and embeddable buttons
Peer-to-peer fundraising campaigns
Strong integrations with Mailchimp, Eventbrite, PayPal
Learn more at
kindful.com
See exactly which data objects transfer from Tamarac CRM to Kindful
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Kindful.
Explore other popular CRM migrations similar to Tamarac CRM to Kindful
Need to go the other way? We support bidirectional migrations.
Kindful → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
