Wealthbox
AutoRaptor
Transfer contacts, deals, activities, and more from Wealthbox to AutoRaptor. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to AutoRaptor 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
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
The easiest yet most powerful automotive CRM
AutoRaptor is an automotive CRM designed for dealerships featuring lead management, sales automation, mobile capabilities, SMS/email communication, reporting analytics, and inventory scanning for maximizing sales productivity.
Mobile and scanning capabilities
"The easiest yet most powerful automotive CRM"
AutoRaptor is an automotive CRM designed for dealerships featuring lead management, sales automation, mobile capabilities, SMS/email communication, reporting analytics, and inventory scanning for maximizing sales productivity.
Ideal for: Dealerships seeking mobile-first CRM with integrated communication and inventory management tools.
Mobile and scanning capabilities
Round robin lead distribution
Integrated SMS and calling
Sales automation and cadences
Learn more at
autoraptor.com
See exactly which data objects transfer from Wealthbox to AutoRaptor
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to AutoRaptor.
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Need to go the other way? We support bidirectional migrations.
AutoRaptor → WealthboxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
