Tamarac CRM
Likely.AI
Transfer contacts, activities, and more from Tamarac CRM to Likely.AI. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Likely.AI 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 real estate predictive intelligence
Likely.AI is a predictive analytics platform for real estate professionals that uses AI to identify homeowners likely to sell, refinance, or face foreclosure. It combines contact enrichment, predictive scoring, and marketing tools to help realtors, brokers, and lenders generate targeted leads and prioritize outreach.
Patented AI predicting sellers within 90-120 days
"AI-powered real estate predictive intelligence"
Likely.AI is a predictive analytics platform for real estate professionals that uses AI to identify homeowners likely to sell, refinance, or face foreclosure. It combines contact enrichment, predictive scoring, and marketing tools to help realtors, brokers, and lenders generate targeted leads and prioritize outreach.
Ideal for: Real estate agents, brokers, and loan officers seeking AI-powered predictive analytics to identify likely sellers and prioritize leads.
Patented AI predicting sellers within 90-120 days
REfresh Engine for contact data enrichment
Likely Seller and Likely Foreclosure models
Coverage in 3,000+ US counties
Learn more at
likely.ai
See exactly which data objects transfer from Tamarac CRM to Likely.AI
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Likely.AI.
Explore other popular CRM migrations similar to Tamarac CRM to Likely.AI
Need to go the other way? We support bidirectional migrations.
Likely.AI → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
