Tamarac CRM
Lever
Transfer contacts, companies, activities, and more from Tamarac CRM to Lever. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Lever 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
Talent acquisition suite combining ATS and CRM
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Combined ATS and CRM in single platform
"Talent acquisition suite combining ATS and CRM"
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Ideal for: Growing organizations seeking a combined ATS and talent CRM to build long-term candidate relationships and streamline recruiting workflows.
Combined ATS and CRM in single platform
Nurture campaigns for passive candidates
Advanced analytics and data visualization
300+ integrations supported
Learn more at
lever.co
See exactly which data objects transfer from Tamarac CRM to Lever
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Lever.
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Prefer email? talk@ambrstack.com
