Wealthbox
Flowlu
Transfer contacts, companies, deals, and more from Wealthbox to Flowlu. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Flowlu 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
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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
All-in-one work management software
Flowlu is a cloud-based project management and CRM solution that combines customer relationship management, project tracking, invoicing, and team collaboration tools in one unified platform. It enables businesses to manage leads, sales pipelines, client relationships, and projects while automating workflows and maintaining comprehensive financial records.
All-in-one solution combining CRM, projects, and invoicing
"All-in-one work management software"
Flowlu is a cloud-based project management and CRM solution that combines customer relationship management, project tracking, invoicing, and team collaboration tools in one unified platform. It enables businesses to manage leads, sales pipelines, client relationships, and projects while automating workflows and maintaining comprehensive financial records.
Ideal for: Small to mid-sized teams that need a unified platform for project management, CRM, and invoicing.
All-in-one solution combining CRM, projects, and invoicing
Affordable pricing with free tier for up to 2 users
Comprehensive API and webhook support
Kanban board and Gantt chart views
Learn more at
flowlu.com
See exactly which data objects transfer from Wealthbox to Flowlu
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Flowlu.
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