Tamarac CRM
Kustomer
Transfer contacts, companies, activities, and more from Tamarac CRM to Kustomer. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Kustomer 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
AI-powered customer service CRM platform
Kustomer is an omnichannel customer service CRM platform that combines ticketing, AI-powered agents, and a unified customer timeline to deliver seamless support experiences. Acquired by Meta (Facebook) in 2020, it provides a 360-degree view of customers across all communication channels.
Unified customer timeline across all channels
"AI-powered customer service CRM platform"
Kustomer is an omnichannel customer service CRM platform that combines ticketing, AI-powered agents, and a unified customer timeline to deliver seamless support experiences. Acquired by Meta (Facebook) in 2020, it provides a 360-degree view of customers across all communication channels.
Ideal for: Customer service teams seeking an AI-powered omnichannel platform with unified customer timelines and intelligent automation.
Unified customer timeline across all channels
AI Agents for automated customer inquiry resolution
Omnichannel support (email, chat, social, phone)
Natural Language Processing for customer understanding
Learn more at
kustomer.com
See exactly which data objects transfer from Tamarac CRM to Kustomer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Kustomer.
Explore other popular CRM migrations similar to Tamarac CRM to Kustomer
Need to go the other way? We support bidirectional migrations.
Kustomer → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
