Wealthbox
Crelate
Transfer contacts, companies, activities, and more from Wealthbox to Crelate. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Crelate 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
Modern recruiting CRM and ATS platform
Crelate is a modern Talent Relationship Management platform that combines an intuitive Applicant Tracking System with a specialized recruiting CRM. Designed for staffing agencies and recruiting firms, it streamlines the entire hiring process and manages client and candidate relationships with customizable workflows.
Purpose-built for recruiting and talent management
"Modern recruiting CRM and ATS platform"
Crelate is a modern Talent Relationship Management platform that combines an intuitive Applicant Tracking System with a specialized recruiting CRM. Designed for staffing agencies and recruiting firms, it streamlines the entire hiring process and manages client and candidate relationships with customizable workflows.
Ideal for: Staffing agencies and recruiting firms seeking integrated ATS and CRM to manage candidate pipelines and client relationships.
Purpose-built for recruiting and talent management
Customizable ATS and recruiting CRM in one platform
AI-powered candidate matching and sourcing
Flexible sales pipeline management
Learn more at
crelate.com
See exactly which data objects transfer from Wealthbox to Crelate
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Crelate.
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Prefer email? talk@ambrstack.com
