Wealthbox
Mailshake
Transfer contacts, companies, activities, and more from Wealthbox to Mailshake. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Mailshake 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
AI-powered sales engagement platform
Mailshake is a sales engagement platform that enables teams to send personalized cold emails at scale and engage with prospects via phone and social media. It features AI-powered email writing, automated follow-ups, deliverability tools, and native CRM integrations.
AI-powered email writing with SHAKEspeare
"AI-powered sales engagement platform"
Mailshake is a sales engagement platform that enables teams to send personalized cold emails at scale and engage with prospects via phone and social media. It features AI-powered email writing, automated follow-ups, deliverability tools, and native CRM integrations.
Ideal for: Sales teams seeking to automate personalized outreach across email, phone, and social channels with strong deliverability tools.
AI-powered email writing with SHAKEspeare
Multi-channel outreach (email, phone, LinkedIn)
Built-in deliverability tools including email warm-up
Native Salesforce and Pipedrive integrations
Learn more at
mailshake.com
See exactly which data objects transfer from Wealthbox to Mailshake
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Mailshake.
Explore other popular CRM migrations similar to Wealthbox to Mailshake
Need to go the other way? We support bidirectional migrations.
Mailshake → WealthboxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
