Tamarac CRM
PhoneBurner
Transfer contacts, companies, activities, and more from Tamarac CRM to PhoneBurner. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to PhoneBurner 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
Reach more. Sell more
PhoneBurner is a cloud-based power dialer and sales acceleration platform that helps sales teams achieve up to 4x more live conversations. It combines a high-performance dialer with built-in CRM, workflow automation, and seamless integrations.
4x faster dialing with no telemarketer delay
"Reach more. Sell more"
PhoneBurner is a cloud-based power dialer and sales acceleration platform that helps sales teams achieve up to 4x more live conversations. It combines a high-performance dialer with built-in CRM, workflow automation, and seamless integrations.
Ideal for: Outbound sales teams seeking a power dialer with integrated CRM functionality and automation to dramatically increase call volume and live conversations.
4x faster dialing with no telemarketer delay
One-click voicemail and email automation
Built-in CRM with contact management
Integrations with Salesforce, HubSpot, Zoho, and 150+ apps
Learn more at
phoneburner.com
See exactly which data objects transfer from Tamarac CRM to PhoneBurner
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to PhoneBurner.
Explore other popular CRM migrations similar to Tamarac CRM to PhoneBurner
Need to go the other way? We support bidirectional migrations.
PhoneBurner → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
