Tamarac CRM
Lightspeed
Transfer contacts, activities, and more from Tamarac CRM to Lightspeed. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Lightspeed 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
One-stop commerce platform for retail and restaurants
Lightspeed Commerce is a cloud-based POS and e-commerce platform serving retail, restaurant, and hospitality businesses. It combines point of sale, payments, inventory management, CRM with loyalty programs, omnichannel capabilities, and advanced analytics to help businesses manage operations and grow customer relationships.
Unified POS and e-commerce platform
"One-stop commerce platform for retail and restaurants"
Lightspeed Commerce is a cloud-based POS and e-commerce platform serving retail, restaurant, and hospitality businesses. It combines point of sale, payments, inventory management, CRM with loyalty programs, omnichannel capabilities, and advanced analytics to help businesses manage operations and grow customer relationships.
Ideal for: Retail stores, restaurants, and hospitality businesses seeking an integrated commerce platform with POS, inventory, e-commerce, and customer loyalty tools.
Unified POS and e-commerce platform
Real-time inventory management
CRM with loyalty programs and gift cards
Integrated payment processing
Learn more at
lightspeedhq.com
See exactly which data objects transfer from Tamarac CRM to Lightspeed
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Lightspeed.
Explore other popular CRM migrations similar to Tamarac CRM to Lightspeed
Need to go the other way? We support bidirectional migrations.
Lightspeed → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
