Wealthbox
BIGContacts
Transfer contacts, deals, activities, and more from Wealthbox to BIGContacts. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to BIGContacts 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
Contact management software to close more sales
BIGContacts is a cloud-based CRM solution that streamlines contact management, sales pipeline tracking, and email marketing automation for small to medium-sized businesses. It provides an intuitive platform for managing customer relationships with features like contact organization, task automation, and customizable workflows.
Easy to use and learn interface
"Contact management software to close more sales"
BIGContacts is a cloud-based CRM solution that streamlines contact management, sales pipeline tracking, and email marketing automation for small to medium-sized businesses. It provides an intuitive platform for managing customer relationships with features like contact organization, task automation, and customizable workflows.
Ideal for: Small businesses seeking an affordable, user-friendly CRM with powerful automation and email marketing capabilities.
Easy to use and learn interface
Affordable pricing with forever-free plan option
Robust automation and pipeline management
Seamless Outlook and Google integration
Learn more at
bigcontacts.com
See exactly which data objects transfer from Wealthbox to BIGContacts
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to BIGContacts.
Explore other popular CRM migrations similar to Wealthbox to BIGContacts
Need to go the other way? We support bidirectional migrations.
BIGContacts → WealthboxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
