Tamarac CRM
Spotler CRM
Transfer contacts, companies, activities, and more from Tamarac CRM to Spotler CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Spotler CRM 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
The marketer's CRM
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Free plan available with 100 accounts and 2 users
"The marketer's CRM"
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Ideal for: Small to medium-sized B2B companies seeking an affordable, user-friendly CRM with integrated marketing tools and excellent customer support.
Free plan available with 100 accounts and 2 users
Built-in email marketing with campaign tracking
GDPR compliant with cloud-based access
Extensive integrations including Mailchimp and Zapier
Learn more at
spotler.com
See exactly which data objects transfer from Tamarac CRM to Spotler CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Spotler CRM.
Explore other popular CRM migrations similar to Tamarac CRM to Spotler CRM
Need to go the other way? We support bidirectional migrations.
Spotler CRM → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
