Wealthbox
GiveSmart
Transfer contacts, companies, activities, and more from Wealthbox to GiveSmart. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to GiveSmart 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
Fundraising software for nonprofits
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Comprehensive event and auction management
"Fundraising software for nonprofits"
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Ideal for: Nonprofits and schools seeking a unified platform for event fundraising, auctions, donor management, and automated follow-up.
Comprehensive event and auction management
Mobile bidding and text-to-give capabilities
Direct Salesforce and Raiser's Edge integrations
Peer-to-peer fundraising tools
Learn more at
givesmart.com
See exactly which data objects transfer from Wealthbox to GiveSmart
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to GiveSmart.
Explore other popular CRM migrations similar to Wealthbox to GiveSmart
Need to go the other way? We support bidirectional migrations.
GiveSmart → WealthboxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
