Wealthbox
Contactually
Transfer contacts, deals, activities, and more from Wealthbox to Contactually. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Contactually 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
Relationships over data management
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Relationship-centric CRM design
"Relationships over data management"
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Ideal for: Real estate agents and brokers seeking relationship-focused CRM tools for maintaining client connections and follow-ups. (Platform closed March 2022)
Relationship-centric CRM design
Intuitive follow-up and activity management
AI-powered contact insights
Strong real estate-specific features
Learn more at
contactually.com
See exactly which data objects transfer from Wealthbox to Contactually
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Contactually.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
